The team at Uptime Legal will completely manage your LexWorkplace onboarding, including data migration, user setup and Outlook setup. When you need to add new users, or need to re-setup LexWorkplace for a new computer, you can contact support for help, or follow this simple guide.
1. New User Account
If adding a new user, begin by contacting support to add a new user to your plan. We’ll just need that person’s first name, last name and email address. Once registered, LexWorkplace will send an email to the provided address with first-time login instructions.
(If you’re simply setting up LexWorkplace on a new computer, you can skip this step.)
2. Install the LexWorkplace Launcher
Next, install the LexWorkplace Launcher on your computer. The LexWorkplace Launcher is a desktop application (for Windows and Mac) that runs in the background and makes LexWorkplace’s document viewing, editing and saving work seamlessly. Download the Launcher from LexWorkplace by going to:
Settings > Download LexWorkplace Launcher
Run the installer. When complete, the Launcher will open automatically, and prompt you to log in. Log in with your LexWorkplace username and password. Click the button Log in to LexWorkplace, then sign in with your LexWorkplace credentials.
Add Protocols to Chrome: LexWorkplace needs to make a small tweak to your Chrome browser. To do this:
Close all windows or instances of the Chrome browser
Open the LexWorkplace launcher (click the Uptime square icon in your system tray)
Click the three-dot (ellipses) menu
Click Register Chrome Protocols for LexWorkplace
When prompted, verify that all chrome windows are closed, then click Uptime Chrome Preferences
3. Install the Outlook Add-In
Next, install the LexWorkplace add-in for Outlook, which is used to save emails to matters. This process varies slightly depending on what Exchange service your firm uses. Select the appropriate option below based on what Exchange service your firm subscribes to.
4. Add Outlook Category for LexWorkplace (Recommended)
LexWorkplace will mark email messages that you file to a matter as ‘Added to LexWorkplace.’ It does this by applying this category to your Outlook. We recommend creating this category in your Outlook, and assigning it a color (so that you can easily spot emails that have been filed to a matter in LexWorkplace).
Do this in Outlook by:
Click Categories on the Outlook top ribbon
Click All Categories…
Give the new category the name: Added to LexWorkplace
Select a color for this category (recommended: Blue)
Give us a call, the Uptime Legal support team is happy to help you setup LexWorkplace for a new user or computer.