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Handbook: Guides to the Lawyer Portal, Searchable and Linked

The handbook explains the AI assistant, agents, case facts, DMS and billing step by step – with quick start, common tasks and topic cloud.Enlarge image

The handbook begins with a search field and two entry cards, the “Beginner’s guide” for newcomers and “Common tasks” as instructions for typical work steps. Below follow “Often linked” with articles such as AI assistant, agents, DMS and case facts, topic areas such as Getting started or Account & billing, and on the right “Recently updated” and a topic cloud. You search for a term or browse the categories, switch between list and graph and find the answer without asking support. The articles are cross-linked, and from many pages of the portal “Explained in the handbook” leads straight to the matching article.

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All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.

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