LegalEye Technologies Ltd

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

Raphael Cardona

Managing Direct Instructions

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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.

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