Legistify

Step-by-step documentation for setting up Single Sign-On (SSO) integration with Legistify's platform.

SSO Integration Document

A guide covering common IT setup requirements for Legistify, including Outlook email sync admin approval, Vsigner Windows SmartScreen warning, and network IP restrictions.

IT Setup and Configuration Guide

Learn about Legistify's private cloud service offering, including setup, features, and configuration options.

Private Cloud Service

A step-by-step guide to integrating your SMTP server with Legistify's communication service for automated email delivery.

SMTP Integration with Communication Service

Know how to integrate client own database with Legistify's platform.

Private Database Setup (Litigation/Contracts)

Akshat Singhal

Mansi Rana

General Integrations

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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