LegalEye Technologies Ltd

On demand training

Raphael Cardona

Law Firm Users

How to manage your Law Firm profile as an External Manager (Admin)

Managing your Law Firm Profile

Keeping on top of your firm profile is a key activity within LegalEye.

Updating your firm profile

Give the right access to the right people to help you manage your firm profile

Managing law firm user permissions

Managing your lawyer profiles

How to Add Law Firm Users in LegalEye

Managing your law firm profile on LegalEye

Logging matter spend on LegalEye (+ how to resubmit spend)

Manage debit requests from your  Relationship Account funds

Managing Spend and Relationship Account

Nurture your relationship with Barclays via Barclays Connect (Q&A)

Barclays Connect (Q&A)

Answer a question on Barclays Connect (Q&A)

Submitting a secondee candidate

Set secondment objectives

Participating in secondments

Law Firm licence overview

Law Firm licences

How to publish an article

How do I use tags on LegalEye Articles?

How to create an event

Managing event attendees

Creating articles & events

Responding to a Direct Instruction as a Law Firm on LegalEye

Engaging with Direct Instructions (end to end)

Receiving a Direct Instruction Invitation

Accessing the Direct Instructions Index

Searching and filtering your Direct Instructions

Navigating a Direct Instruction

Navigating your Direct Instruction Proposal

Inviting collaborators to your Proposal

Creating your Direct Instruction Proposal

Writing your Direct Instruction Proposal Brief

Saving and Updating your Direct Instruction Proposal

Adding a Scope of Work to your Direct Instruction Proposal

Adding Attachments to your Direct Instruction Proposal

Reviewing and submitting your Direct Instruction Proposal

Resubmitting a Direct Instruction Proposal

Being Awarded a Direct Instruction

Being Declined for a Direct Instruction

Managing Direct Instructions

How to view and respond to Tenders as a Law Firm on LegalEye

Engaging with Tenders (end to end)

Receiving a Tender Invitation

Accessing the Tenders Index

Searching and filtering your Tenders

Navigating a Tender

Navigating your Tender Proposal

Using the Tender’s Q&A feature

Creating your Tender Proposal

Writing your Tender Proposal Summary

Saving and Updating your Tender Proposal

Adding a Scope of Work to your Tender Proposal

Responding to Additional Questions

Adding Attachments to your Tender Proposal

Reviewing and submitting your Tender Proposal

Resubmitting a Tender Proposal

Being Awarded a Tender

Being Declined for a Tender

Managing Tenders

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.