1. Integration with I-drive and J-drive 2. Integration with Outlook Calendar/ Email/ Task 3. Cause Paper Registry 4. Auto-generated letters 5. Reports: + Fee Earner Receipt Funds + Fee Earner Receipt Funds Details + Matter Status Reports 6. Dashboard: + My Dashboard + My Matter + My Report + My Calendar

1. Lgal.One
Legal Practice solution for Law Firm
User Training for Staff
Other (New features)

2. User training - Agenda
1. Integration with I-drive and J-drive
2. Integration with Outlook Calendar/ Email/ Task
3. Cause Paper Registry
4. Auto-generated letters

3. User training - Agenda
5. Reports:
+ Fee Earner Receipt Funds
+ Fee Earner Receipt Funds Details
+ Matter Status Reports
6. Dashboard:
+ My Dashboard
+ My Matter
+ My Report
+ My Calendar

4. Integration with I-drive and J-drive
1

6. 1.1. Start syncing files and folders between Lgal.One and I-
Drive
1.2. Turn off syncing
1.3. Resume syncing
1.4. Syncing changes

7. 1.1. How to Start Syncing files and folders
between Lgal.One and I-Drive
1. Go to Matter, select a matter and open it, and then select
Document > Directories and File Sync tab
2. Click Map
3. Click OK
 Notes: After the matter has mapped, the matter's files and folder
will be automatically synced between Lgal.One and I-Drive based
on the automatic schedule

8. 1.1 How to Start Syncing
1

9. 1.1 How to Start Syncing
2

10. 1.1 How to Start Syncing
3

11. Synced
4
1.1 How to Start Syncing

12. If the syncing between Lgal.One and I-Drive is taking a while, you can
pause it at any time.
1. Go to Matter, select a matter and open it, and then select
Documents > Directories and File Sync tab
2. Click Unmap
3. Click OK
 Notes: After the matter has been unmapped, the matter's files and
folder have been created/synced they will be still stored in I-Drive
but they will be removed in Lgal.One until mapped again
1.2 How to turn off syncing
between Lgal.One and I-Drive

13. 1.2 How to turn off syncing
1

14. 1.2 How to turn off syncing
2

15. If you want to start up the sync again after pausing it, you can resume
syncing
1. Go to Matter, select a matter and open it, and then select
Documents > Directories and File Sync tab
2. Click Map
3. Click OK
 Notes: After the matter has been mapped again, the matter's files
and folder will be automatically resumed syncing between Lgal.One
and I-Drive.
1.3 How to resume syncing
between Lgal.One and I-Drive

16. 1.3 How to resume syncing
1

17. 1.3 How to resume syncing
2

18. If files or folders are edited, changes will be synced between Lgal.One
and I-Drive. You can sync it at any time (no need waiting until the
automatic schedule)
1. Go to Matter, select a matter and open it, and then select Documents
> Directories and File Sync tab
2. Click Sync Now
3. Click OK
 Notes: Any change that you make to files or folders – will be synced
and updated
1.3 How to sync changes
between Lgal.One and I-Drive

19. 1.4 How to sync changes
1

20. 1.4 How to sync changes
2

21. 1.4 How to sync changes
Synced
3

22. Integration with Outlook
Calendar/Email/Task2

23. 2.1. Installing the plug-in
2.2. Integration with Outlook Calendar
2.3. Integration with Outlook Email
2.4. Integration with Outlook Task

24. Step 2
Configure the plug-in to connect to Lgal.One
Step 1
Download and install the plug-in
2.1. Installing the plug-in

25. 2.1.1 How to download and Install the plug-in
1

26. 2.1.1 How to download and Install the plug-in
2

27. 2.1.1 How to download and Install the plug-in
3

28. 2.1.1 How to download and Install the plug-in
4

29. 2.1.2 How to Configure the plug-in to connect to Lgal.One
5

30. 2.1.2 How to Configure the plug-in to connect to Lgal.One
6

31. Email
Tasks
Calendar
Integration with Outlook Calendar/ Email/ Task

32. 2.2.2 From Outlook to Lgal.One
User performs
Calendar Sync
(manually)
2.2.1 From Lgal.One to Outlook
When a new event is
created in Lgal.One,
user has the option
to sync to Outlook
2.2 Integration with Outlook Calendar

33. 2.2.1 From Lgal.One to Outlook
2.2 Integration with Outlook Calendar

34. 2.2.1. How to sync an event is created in Lgal.One to Outlook
1

35. 2.2.1. How to sync an event is created in Lgal.One to Outlook
2

36. 2.2.1. How to sync an event is created in Lgal.One to Outlook
3

37. 2.2.1. How to sync an event is created in Lgal.One to Outlook
4

38. 2.2.1. How to sync an event is created in Lgal.One to Outlook
5

39. 2.2.2 From Outlook to Lgal.One
* Quick sync a calendar to Lgal.One
** Chose the period to sync the calendars to Lgal.One
2.2 Integration with Outlook Calendar

40. 2.2.2 From Outlook to Lgal.One
* Quick sync a calendar to Lgal.One
2.2 Integration with Outlook Calendar

41. 2.2.2 How to sync Calendar in Outlook to Lgal.One
1

42. 2.2.2 How to sync Calendar in Outlook to Lgal.One
2

43. 2.2.2 How to sync Calendar in Outlook to Lgal.One
3

44. 2.2.2 How to sync Calendar in Outlook to Lgal.One
4

45. 2.2.2 How to sync Calendar in Outlook to Lgal.One
5

46. 2.2.2 From Outlook to Lgal.One
** Chose the period to sync the calendars to Lgal.One
2.2 Integration with Outlook Calendar

47. 2.2.2 Choose the period to sync Calendar to Lgal.One
1

48. 2.2.2 Choose the period to sync Calendar to Lgal.One
2

49. 2.2.2 Choose the period to sync Calendar to Lgal.One
3

50. 2.2.2 Choose the period to sync Calendar to Lgal.One
4

51. - Sync email from Outlook to Lgal.One
- Sync attached files to documents of matter
- Sync email content to message log of matter
- User performs uploading of emails (and attachments) to the
selected matter (stored in a folder that can be retrieved from
Lgal.One)
- Can create a sub-folder for each email based email subject and
date/time (optional)
Notes: There will not be any reading or sending of emails from
Lgal.One
2.3 Integration with Outlook Email

52. 2.3. How to Sync an email from Outlook to Lgal.One
1

53. 2.3. How to Sync an email from Outlook to Lgal.One
2

54. 2.3. How to Sync an email from Outlook to Lgal.One
3

55. 2.3. How to Sync an email from Outlook to Lgal.One
4

56. 2.3. How to Sync an email from Outlook to Lgal.One
5

57. Integrate Matter's Tasks in Lgal.One to Outlook's Tasks
2.4 Integration with Outlook Task

58. 2.4 How to sync Matter's Tasks in Lgal.One to Outlook's Tasks
1

59. 2.4 How to sync Matter's Tasks in Lgal.One to Outlook's Tasks
2

60. 2.4 How to sync Matter's Tasks in Lgal.One to Outlook's Tasks
3

61. 2.4 How to sync Matter's Tasks in Lgal.One to Outlook's Tasks
4

62. Cause Paper Registry
3

63. 3. How to Print Cause Paper
1

64. 3. How to Print Cause Paper
2

65. 3. How to Print Cause Paper
3

66. 3. How to Print Cause Paper
4

67. Auto-generated letters
4

68. 4. How to generate letters
1

69. 4. How to generate letters
2

70. 4. How to generate letters
3

71. 4. How to generate letters
4

72. Reports
5

73. 5.1. Fee Earner Receipt Funds
5.2. Fee Earner Receipt Funds Details
5.3. Matter Status Reports

74. 5.1. Fee Earner Receipt Funds
1

75. 5.1. Fee Earner Receipt Funds
2

76. 5.2. Fee Earner Receipt Funds Details
1

77. 5.2. Fee Earner Receipt Funds Details
2

78. 5.3. Matter Status Reports
1

79. 5.3. Matter Status Reports
2

80. Dashboard
6

81. 6.1. My Dashboard
6.2. My Matter
6.2. My Report
6.3. My Calendar

82. 6.1. My Dashboard

83. 6.2. My Matter
1

84. 6.2. My Matter
2

85. 6.3. My Report
1

86. 6.3. My Report
2

87. 6.3. My Report - Management Report
3

88. 6.3. My Report - Fee Earner's Report
4

89. 6.3. My Report - Fee Earner's Report
5

90. 6.3. My Report - Outstanding Disbursement Report
6

91. 6.4. My Calendar

92. Lgal.One
Legal Practice solution for Law Firm