Transforming Legal Workflows
for Professionals

To create an account:

1. Visit the Legarly website. www.legarly.com
2. Click Sign Up and fill in the required information.
3. Follow the on-screen instructions to activate your account.

Yes, Legarly offers a 14-day free trial with full access to all features. After the trial, you can upgrade to a paid plan to continue using the application.

Legarly is a web-based application, so you need a modern web browser (such as Chrome, Firefox, Safari, or Edge) and an internet connection.

Go to the Legarly login page, enter your registered email address and password, and click the login button.

After logging in, follow the setup guide to configure your firm's details, add team members, and customize settings to fit your practice's needs.

Legarly is designed for quick setup. Depending on your firm’s size and customisation needs, implementation can take anywhere from a few hours to 2 business days.

Yes, we offer onboarding training sessions and user guides to ensure a smooth transition for your team.

Once your firm reaches the 50GB storage limit, you’ll receive a notification. You can either free up space by deleting unused documents or purchase additional storage through the License & Billing section.

Legarly helps law firms meet client expectations by providing:

• Comprehensive reporting on case progress.
• Secure electronic access to case files for internal collaboration.
• Tools to manage cases, documents, and deadlines efficiently.

Currently, Legarly does not provide direct client access to case files. However, you can generate reports and share files securely with clients when needed.

Yes, users can easily upload, categorise, and link documents to specific matters for streamlined organisation.

Using the Access Control module, you can assign custom roles and permissions to users, ensuring they have access only to the resources they need.

The Firm Activity module provides a detailed log of all activities within the platform, including document uploads, task creation, and updates to matters.

Navigate to the Matters module in the menu.
• Click New Matter, fill in the case details, and link it to a client.
• Save the matter to start managing it.

Yes, go to the Documents module, click Upload Document, select your file, and link it to the relevant matter.

• Open the Appointments module.
• Click New Appointment and fill in the details (date, time, time sone, etc.).
• Link it to a matter if necessary and save the appointment.

The Cause List allows users to track court appearances and schedule reminders, which can be linked to a specific matter.

• Navigate to the Clients module.
• Create, edit, or delete client information (individuals or organisations).

After the trial period, your account will retain access but with limited functionality until you upgrade to a paid plan.

• Go to the License & Billing section.
• Select Upgrade Plan, choose a package, and follow the payment instructions.

Yes, in the License & Billing module, you can allocate licenses, manage users, and track

Yes, go to Settings, and update your notification preferences for email and in-app alerts.

Use the Access Control module to create custom roles and assign permissions to users based on their responsibilities.

The AI Assistant helps with drafting documents, summarising legal information, and answering legal questions using generative AI technology.

Go to the Law Journal module, browse or search for specific entries, and link them to a matter if required.

• Click Forgot Password on the login page.
• Enter your email address to receive a password reset link.
• Follow the link to set a new password.

You can use the Submit Feedback form in Legarly to report a bug or an issue.

You can reach the Legarly support team via:

• • Email: support@legarly.com

• Regularly update your client and matter information for accurate record-keeping.
• Use the notifications panel to stay on top of deadlines and updates.
• Leverage the Reports module for insights into your firm’s performance.