If you have multiple cases/matters with your lawyer, LawConnect will provide you access to these when they are shared by your lawyer.
On the left-hand side of the page, click Switch case/matter.
A window will appear and display a list of the cases/matters, number of shared documents and any new updates.
Select or search for the case/matter you want to open.
If more cases/matters are shared with you, they will appear in the list.
Activity Feed/File List
When documents are shared with you, they will be presented to you on the Activity feed (default view).
You are able to toggle between Activity feed and File list view by selecting the (Activity feed) or (File list).
Activity feed view will list every item that has been shared chronologically. You will be able to Pay invoices and Sign documents which will be pinned to the top.
You can also display all shared items using the File list view .
To assist in finding the documents you desire, you may use the Search documents field or filter options at the top:
All
Shared by firm
Uploaded by you
Under the Activity feed view, you may click to filter your documents by:
eSignatures
Files & folders
Invoices & trust/client funds
Under the File list view, you may also click to further filter and sort your documents:
Filter
eSignatures
Files & folders
Sort
Date (ascending/descending)
Name (ascending/descending)
View
List
Table
Click the Clear button to reset the filters.
Click to edit heading
The selection of filters on your Activity feed & File list view will be adjusted depending on the type of documents that have been shared with you.
Using LawConnect Preview
Click on a document to preview from either the Activity Feed or FileList view.
The right side of the document will have two tabs:
All comments: This will show all comments and replies made to a document.
Details: This tab will show the details of the document, including file type, size, shared date, creation date, and document version with timestamps and number of comments.
You are able to toggle to hide/show the Details pane by selecting the (hide) or (show).
To download the document, click and select Download.
To exit the document preview, click X.
Settings
On the bottom left-hand side of the page, click your name and select Settings.
From here, you are able to view your account details including your name and e-mail address used to sign into LawConnect including some Security details of when your LawConnect account was created and Last login.
You can update your Display name by clicking the icon to the right of your name. You can enter either a First name, Last name, or both to use as your preferred name then click Update.
You are able to Sign Out, Update password to change your LawConnect account's password or Close account to permanently delete your LawConnect account and signs out of LawConnect on across all devices.
Changing Your Display Name
On the bottom left-hand side of the page, click your name > Settings > .
The display name will show on the left pane at the bottom of the main page, the settings page and initials in File list view.
Closing Your LawConnect Account
On the bottom left-hand side of the page, click your name and and select Settings.
From here, select Close account.
A Close account window will appear. To finalise, enter your Password and click Confirm.
Sign Out of LawConnect
On the bottom left-hand side of the page, click your name and select Sign out.
Your Cases/Matters
If you have multiple cases/matters with your lawyer, LawConnect will provide you access to these when they are shared by your lawyer.
Tap Switch case/matter.
A page will appear and display a list of the cases/matters, number of shared documents and any new updates.
Select or search for the case/matter you want to open.
If more cases/matters are shared with you, they will appear in the list.
Activity Feed/File List
When documents are shared with you, they will be presented to you on the Activity Feed (default view).
You are able to toggle between Activity Feed and FileList view by selecting Activity Feed or File List.
Activity Feed view will list every item that has been shared chronologically. You will be able to Pay invoices and Sign documents which will be pinned to the top.
You can also display all shared items using the FileList view.
To assist in finding the documents you desire, tap Search, enter the search keyword or tap the filter options at the top:
All
By firm
By you
Tap to further filter or sort your documents:
Filter
eSignatures
Files
Folders
Invoices & Trust/Client Funds
Sort
Shared date (ascending/descending)
Uploaded date (ascending/descending)
Using LawConnect Preview
Tap on a document to preview it.
Tap to view Comments & Detailsof the document.
Comments: This will show all comments and replies made to a document.
Details: This tab will show the details of the document, including file type, size, shared date, creation date, and document version with number of comments.
Settings
Tap > Settings.
From here, you are able to:
User Settings - View your account details including your name and e-mail address including some Security details of when your LawConnect account was created and Last sign in. You can tap Update password to change your LawConnect account's password and Close account to permanently delete your LawConnect account and sign out of LawConnect on across all devices.
Help Center - Go to LawConnect Help Center to view helpful articles.
App Version - Display the LawConnect mobile app version.
Changing Your Display Name
Tap > Settings > .
The display name will show at the top of the main page, the settings page and initials in File list view.
Sign Out of LawConnect
Tap Settings.
Tap Sign Out.
Your Cases/Matters
If you have multiple cases/matters with your lawyer, LawConnect will provide you access to these when they are shared by your lawyer.
Tap Switch case/matter.
A page will appear and display a list of the cases/matters, number of shared documents and any new updates.
Select or search for the case/matter you want to open.
If more cases/matters are shared with you, they will appear in the list.
Activity Feed/File List
When documents are shared with you, they will be presented to you on the Activity Feed (default view).
You are able to toggle between Activity Feed and FileList view by selecting Activity Feed or File List.
Activity Feed view will list every item that has been shared chronologically. You will be able to Pay invoices and Sign documents which will be pinned to the top.
You can also display all shared items using the FileList view.
To assist in finding the documents you desire, tap Search, enter the search keyword or tap the filter options at the top:
All
By firm
By you
Tap to further filter or sort your documents:
Filter
eSignatures
Files
Folders
Invoices & Trust/Client Funds
Sort
Shared date (ascending/descending)
Uploaded date (ascending/descending)
Using LawConnect Preview
Tap on a document to preview it.
Tap to view Comments & Detailsof the document.
Comments: This will show all comments and replies made to a document.
Details: This tab will show the details of the document, including file type, size, shared date, creation date, and document version with number of comments.
Settings
Tap > Settings.
From here, you are able to:
User Settings - View your account details including your name and e-mail address including some Security details of when your LawConnect account was created and Last sign in. You can tap Update password to change your LawConnect account's password and Close account to permanently delete your LawConnect account and sign out of LawConnect on across all devices.
Help Center - Go to LawConnect Help Center to view helpful articles.
App Version - Display the LawConnect mobile app version.
Changing Your Display Name
Tap > Settings > .
The display name will show at the top of the main page, the settings page and initials in File list view.
Sign Out of LawConnect
Tap Settings.
Tap Sign Out.
Your Cases/Matters
If you have multiple cases/matters with your lawyer, LawConnect will provide you access to these when they are shared by your lawyer.
Tap Switch case/matter.
A page will appear and display a list of the cases/matters, number of shared documents and any new updates.
Select or search for the case/matter you want to open.
If more cases/matters are shared with you, they will appear in the list.
Activity Feed/File List
When documents are shared with you, they will be presented to you on the Activity Feed (default view).
You are able to toggle between Activity Feed and FileList view by selecting Activity Feed or File List.
Activity Feed view will list every item that has been shared chronologically. You will be able to Pay invoices and Sign documents which will be pinned to the top.
You can also display all shared items using the FileList view.
To assist in finding the documents you desire, tap the Search field and enter the search keyword, or filter options at the top:
All
By firm
By you
You may also tap to further filter or sort your documents:
Filter
eSignatures
Files
Folders
Invoices & Trust/Client Funds
Sort
Shared date (ascending/descending)
Uploaded date (ascending/descending)
Using LawConnect Preview
Tap on a document to preview it.
Tap to view Comments & Detailsof the document.
Comments: This will show all comments and replies made to a document.
Details: This tab will show the details of the document, including file type, size, shared date, creation date, and document version with number of comments.
Settings
Tap > Settings.
From here, you are able to view:
User Settings - View your account details including your name and e-mail address including some Security details of when your LawConnect account was created and Last sign in. You can tap Update password to change your LawConnect account's password and Close account to permanently delete your LawConnect account and sign out of LawConnect on across all devices.
