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Key Features: App Switch Grid, and Profile Settings

Learn how to switch between Legistify apps and manage your profile settings in the Litigation Management Tool.

Written by Akshat Singhal

Overview

The top navigation bar in the Litigation Management Tool includes two key features: the App Switch Grid and the Profile Settings panel. These give you quick access to other Legistify modules and allow you to manage your account details without leaving the tool.

Here’s a detailed explanation of each feature and how to use them effectively.

App Switch Grid

Click the grid icon in the top navigation bar to open the All Legistify Apps panel. This lists all the modules available under your organisation's subscription:

  • Litigation Management -- track and manage all your matters, lawyers, budget, hearings, and more

  • Contract Management -- create and manage your entire contract lifecycle from drafting to final execution

  • IPR Management -- track, protect, and manage your IP portfolio and receive regular updates

  • Notice Management -- track and manage all your incoming and outgoing legal notices

Apps that your organisation has not subscribed to appear locked and cannot be accessed.

Setting a Default App

Click the pin icon next to any app to set it as your default. The default app opens automatically each time you log in.

Profile Settings

Click your profile picture or the avatar icon in the top right corner to open the Profile Settings panel. The panel displays your name, work email, and organisation name at the top.

The panel includes the following options:

Refer & Win

Access Legistify's referral programme.

My Account

Opens your Profile Details page where you can update your personal and corporate information, including your First Name, Last Name, Designation, Phone Number, Work Email, and Address.

You can also upload a profile picture and an organisation logo. Accepted formats are JPG, GIF, or PNG with a maximum size of 800kB. Click Save to apply any changes.

Logout

Ends your current session and logs you out of the tool.

Feel Like Exploring?

The profile panel includes quick links to the following resources:

  • Help Articles -- browse the Legistify Help Centre

  • Video Tutorials -- watch step-by-step video guides

  • Product Integrations -- learn about connecting LMT with other tools

  • Upcoming Releases -- stay informed about new features

Need Assistance?

  • Book Meeting -- schedule a call with the Legistify support team

  • Call Us -- reach the support team directly by phone

Download the Mobile App

Scan the QR code in the profile panel to download the Legistify mobile app and manage your operations on the go.

Conclusion

The App Switch Grid and Profile Settings panel give you centralised control over which module you are working in and how your account is configured. Keeping your profile details up to date ensures accurate records across all Legistify modules.

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