Integration with legal systems is an additional feature that enables smart automation without leaving SingleCase. If you are interested in this service, please get in touch.
1. Creating a document
The first step is the same as when creating any other document. However, this time, the menu under the 'Create' button will display folders containing a selection of automated documents, which are marked with the Legal Systems logo.
2. Document name
After selecting a document, name it and create it.
3. Logging into Legal Systems
Once you have created the document, you will be redirected to the Legal Systems page. Here, you will be prompted to log in via the Microsoft SSO button. You only need to complete this step the first time you connect Legal Systems and SingleCase.
4. Creating and sending a document to SingleCase
After filling out the form in the Legal Systems application, simply send the created document to SingleCase. You will also have the option to download the document in .docx and .pdf formats.
5. Return to SingleCase
Once you have sent the document, it will be available in your SingleCase case as usual and you can edit it as normal.
You can view an overview of edited documents in a special widget on the main page.