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LawPilot365 User Guide

Getting Started

LawPage is a web-based application, so there’s no installation required. You can start using it immediately from your browser.

System Requirements

Section titled “System Requirements”
  • A modern web browser (Chrome, Edge, Safari, or Firefox)
  • A stable internet connection

Accessing LawPage

Section titled “Accessing LawPage”
  1. Open your preferred browser.
  2. Navigate to https://app.lawpage.com.
  3. Log in with your M365 account.

Account Setup

Section titled “Account Setup”
  • Create your profile: Add your name, contact details, and firm information.
  • Assign roles and permissions: Define user roles (e.g., Admin, Lawyer, Assistant) for secure access control.
  • Configure preferences: Set up notifications, billing templates, and document formats.

First Steps After Login

Section titled “First Steps After Login”
  • Explore the Dashboard for an overview of cases and tasks.
  • Use the Quick Actions menu to create your first case or add a client.
  • Review Settings to customize branding and compliance options.

Tips for New Users

Section titled “Tips for New Users”