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Help and guides

Step-by-step guides for everything on LegalNexus. Every one carries the date it was last checked against the live screen.

Guides for Clients Advocates Administrators

Getting started

Finding your way around What is where: the menu, the top bar, the dock at the bottom of a phone, and how to get back.

Account and privacy

Two-step sign-in Turning it on, the backup codes, and what to do if you lose the phone. The activity trail What was changed, by whom, and when — written once and never edited. Appearance and dark mode Nine colour schemes, and what they do to printing.

The app

Installing the app Putting LegalNexus on a phone or a desktop, and what works without signal.

Administration

Setting up a new installation The four things to do before anybody else signs in. Master lists The lists every form on the platform offers, and how to change one safely. Practice areas and specialities The browse categories, and the narrower list search actually filters on. Court data, allowances and usage Connecting a provider, setting what each plan may spend, and reading what it cost. Email SMTP, the queue, and why a test message matters more than a saved form. Reviews and moderation What can be reported, what you can do about it, and what you should not. Keeping this help centre current How the review dates work, what goes stale, and what fails the build.

Common questions

Every question from the guides above, in one list. The answer links back to the guide it came from.

Where did the profile card go?
Under your photograph in the top bar, so it can be reached from any page rather than only from the portal. Finding your way around
Can I change the colours?
Yes — Appearance, under Settings, has nine schemes including a dark one. It is per account, not per device. Finding your way around
I have lost my phone and my codes.
Contact support from the email address on the account. Recovery is deliberately slow and manual, because a fast one is a way in for somebody else. Two-step sign-in
Can I turn it off?
Yes, from the same page, with your password. Two-step sign-in
Can I see my junior’s activity?
You see the trail for the matters you can see, which includes what they did on them. The activity trail
Will dark mode print black pages?
No. Printed pages and PDFs are always on white. Appearance and dark mode
Can an administrator set the default?
Yes, for new accounts. Yours overrides it. Appearance and dark mode
Is it in the Play Store?
No, and it does not need to be. It installs from the site itself and updates the same way. Installing the app
Why can I not read my case file on a train with no signal?
Because nothing about your matters is written to the device. That is the same reason a lost phone gives up nothing. Installing the app
Can I run it without court data?
Yes. The tracker falls back to manual entry, which is free and unlimited. Setting up a new installation
Where do I see what version is running?
The foot of every page, and /version as JSON. Setting up a new installation
An advocate wants a stage that is not on the list.
Add it. Stages are platform-wide by design, so the board reads the same for everyone. Master lists
Can I delete a city nobody uses?
Retire it. Deleting risks rows that reference it. Master lists
Does renaming an area move its advocates?
They stay attached. Only the label changes. Practice areas and specialities
Searches return nothing but there is no error.
Check the base address first: a response nothing maps out of is a failure, and the page names the keys it did receive so it can be told apart from an empty result. Court data, allowances and usage
Can I see which account spent what?
Yes, the usage page breaks it down. Court data, allowances and usage
What does the nightly refresh actually cost?
The budget multiplied by the per-case price, at most — it is printed under the field. It is spent on the cases most likely to have moved: a hearing that has already happened first, then today and tomorrow, then the fortnight. Muted, decided and already-fresh cases are never called for. Court data, allowances and usage
Can advocates send from their own address?
Yes — an advocate can configure their own mailbox for their own invoices. The platform’s own address is the fallback. Email
Nothing is arriving and there are no errors.
Check the From address against what your provider permits. A silent acceptance followed by a silent drop is almost always that. Email
Can an advocate delete their own reviews?
No. They can reply, and they can report one for moderation. Reviews and moderation
Can a client withdraw theirs?
Yes, their own. Reviews and moderation
Can I edit a guide from the console?
No, and that is deliberate. They are part of the release so that a change to what the application promises goes through review. Keeping this help centre current
What is a sensible review window?
Six months for a product shipping every few weeks. Shorten it if you ship faster. Keeping this help centre current
These guides explain the application. They are not legal advice, and nothing here is a substitute for an advocate’s own judgement about a matter. Something wrong or missing? Tell us — the guides are part of the release, so a correction is reviewed and shipped like any other change.