Managing your legal filings and processes efficiently is essential for success in today’s fast-paced legal environment.
Whether you’re a seasoned One Legal user or just getting started, these ten tips will help you unlock the full potential of your One Legal account. By implementing these practices, you can simplify operations, minimize errors, and dedicate more time to serving your clients and advancing cases.
1. Assign unique logins to all users
- Key benefit: Boost security and accountability.
- How to do it:
- Log in as an administrator.
- Navigate to Firm Settings > Contacts.
- Add or remove users and assign roles such as Viewer, Administrator, or Firm-wide Access.
2. Keep billing contacts updated
- Key benefit: Prevent delays and missed payments.
- How to do it:
- Go to Account > Manage Firm and review billing contact details.
- Ensure invoices are sent to the correct person by updating this section periodically.
3. Make matter numbers a required field
- Key benefit: Standardizing matter numbers improves cost tracking and enables advanced features like matter grouping.
- How to do it:
- Navigate to Account > Manage Firm and enable the “Require Matter/Billing Code” checkbox.
- Save your changes to make this field mandatory for all users.
4. Download court-returned documents in bulk
- Key benefit: Consolidate documents quickly for review, sharing, or archiving.
- How to do it:
- Use the Orders Grid to filter by case or matter ID.
- Select the download format: single combined PDF or individual documents within a ZIP file.
5. Access invoices from the Order Details page
- Key benefit: Save time by consolidating information.
- How to do it:
- Open the Order Details Page and click the Download Invoice button.
6. Use on-page messaging for Service of Process orders
- Why it matters: Centralized communication keeps all updates tied to the specific order.
- How to do it:
- Post questions or updates directly in the order’s message thread.
- Attach additional files or photos as needed.
7. Launch new orders from the Matter tab
- Key benefit: Reduce data entry errors.
- How to do it:
- Start your orders from the Matter Tab on the dashboard.
- Select the desired matter, and the system will auto-populate key details for your order.
8. Use “Review Process Serve” before dispatch
- Key benefit: Avoid mistakes in process serving by verifying details first.
- How to do it:
- During the file-serve-file process, select the Review Process Serve checkbox.
- Approve the serve only after reviewing the returned documents and attached files.
9. Utilize One Legal’s delivery to the Sheriff’s Civil Process department
- Key Benefit: Simplify delivery to the sheriff’s civil process department and avoid long lines.
- How to do it:
- Select Sheriff Delivery from the Delivery Options in your dashboard.
- Upload the required documents and let One Legal handle the rest.
10. Add multiple credit cards for flexible billing
- Key Benefit: Manage expenses efficiently by assigning different cards to specific cases, departments, or attorneys.
- How to do it:
- Navigate to Billing Center and add multiple credit cards.
- Select the desired card at checkout for each transaction.
Why these tips matter
By adopting these best practices, you can enhance your One Legal experience, streamline operations, and maximize productivity.
From improved security to smarter billing and seamless communication, these tips are designed to help you focus on what you do best — serving clients and winning cases.
Ready to take your One Legal account to the next level? Start implementing these tips today!
