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How LegalVine works, what each thing does, and how to set it up
Getting started
What LegalVine is
Finding your way around
What your role lets you see
New accounts and enrollment
Creating your own staff account
Setting up a new firm from nothing
Questions asked during enrollment
New client intake: every question
Documents and templates
The document editor at a glance
Start a new demand
Getting suggestions from Claude
Citations
Redacting a document
Look-alikes: the same document for many projects
Print, PDF and Word
Questions and fixes
I signed in and I see no pages
I cannot find a page
Send for signature is greyed out
Save as final is greyed out
A yellow bracket in my document
A template field came out blank
I forgot my password
My verification code did not arrive
Claude says the key is not set
A connector shows as disconnected
A pop-up was blocked when printing
How do I change a firm setting if Settings is read-only?
I can only view a template, not edit it
Most asked
Setting up a new firm from nothing
Creating your own staff account
Questions asked during enrollment
New client intake: every question
The document editor at a glance
Start a new demand
Print, PDF and Word
Redacting a document
Citations
Look-alikes: the same document for many projects
Getting started
What LegalVine is, how to move around, and what your role lets you see.
3 articles
New accounts and enrollment
Step by step setup for a new staff member or a new firm, and every question you will be asked.
4 articles
Documents and templates
Templates, clauses, interviews, signatures and letterhead.
7 articles
Questions and fixes
Short answers to the things people get stuck on.
13 articles