# Legistify Help Center

> Browse through the resources below to get started.

## Contract Management Tool

- [Search Bar Features and Usage Guide in Contract Management Tool](https://help.legistify.com/en/articles/9440038-search-bar-features-and-usage-guide-in-contract-management-tool.md): This article explains the features and usage of the Search Bar within the Contract Management Tool.
- [Key Features in Contract Management](https://help.legistify.com/en/articles/9506891-key-features-in-contract-management.md): Learn how to schedule meetings, switch between applications, and manage your profile details using built-in features designed to simplify everyday contract management tasks.
- [How to Initiate a Template Contract](https://help.legistify.com/en/articles/9459722-how-to-initiate-a-template-contract.md): Create standard contracts easily using predefined templates and structured input fields
- [How to Initiate an Express Contract](https://help.legistify.com/en/articles/15654671-how-to-initiate-an-express-contract.md): Learn how to send a contract form to external parties via email or SMS using Express Contract, without requiring them to log in to the platform.
- [How to Initiate a Third Party Contract](https://help.legistify.com/en/articles/9459860-how-to-initiate-a-third-party-contract.md): Learn how to upload and initiate contracts received from external parties using Legistify’s Third Party Contract workflow. This feature helps you bring externally drafted contracts into a structure...
- [How to Initiate a Legacy Contract](https://help.legistify.com/en/articles/9459938-how-to-initiate-a-legacy-contract.md): Upload and store already executed contracts in a structured format, either by manually entering details or by letting the system extract key information automatically.
- [How to Initiate Quick Sign](https://help.legistify.com/en/articles/9502717-how-to-initiate-quick-sign.md): This article provides a step-by-step guide on initiating Quick Sign in CMT.
- [View Draft](https://help.legistify.com/en/articles/9479524-view-draft.md): Access, edit, and manage contracts saved as drafts before final submission.
- [Draft Using AI](https://help.legistify.com/en/articles/13714394-draft-using-ai.md): Draft contracts using AI by selecting a contract type and filling in a guided form. The input fields adapt based on the contract selected to ensure accuracy and consistency.
- [How to Efficient Collaborate Using Our Editor](https://help.legistify.com/en/articles/9625750-how-to-efficient-collaborate-using-our-editor.md): This article explains the collaboration features available within the Legistify in-built editor.
- [How to Use : Collaboration Section](https://help.legistify.com/en/articles/9629912-how-to-use-collaboration-section.md): Utilize our comprehensive collaboration features to manage document changes, compare versions, and maintain a clear history of edits.
- [Contract Page | Action Keys](https://help.legistify.com/en/articles/9448532-contract-page-action-keys.md): A complete guide to all the tabs and action options available on a contract's details page, covering everything from managing documents and tasks to tracking obligations, approvals, and couriers.
- [Legal Validity of eSign and Stamps on Legistify](https://help.legistify.com/en/articles/16345206-legal-validity-of-esign-and-stamps-on-legistify.md): Understand the legal standing of each signing method and stamping mechanism available on Legistify's Contract Management Tool, under the IT Act, 2000, the Indian Stamp Act, 1899, and the Bharatiya ...
- [AI-Powered MIS Analysis Reports \(Contract Management Tool\)](https://help.legistify.com/en/articles/16552897-ai-powered-mis-analysis-reports-contract-management-tool.md): When you download a report from the Contract Management Tool, you automatically receive an AI Analysis Report alongside your standard Excel file — covering key trends, risks, and actionable insight...
- [Internal Review Process](https://help.legistify.com/en/articles/9507198-internal-review-process.md): A complete guide to conducting an internal review of contracts, including how to use the editor tools, collaborate with your team, and finalise the contract before sending it forward.
- [How to Share Contract with Third Party](https://help.legistify.com/en/articles/9447352-how-to-share-contract-with-third-party.md): Learn how to invite external collaborators to review, comment on, or negotiate a contract directly from the platform, with full control over access rights and link validity.
- [How to Share Contract for E-Sign](https://help.legistify.com/en/articles/9447655-how-to-share-contract-for-e-sign.md): Learn how to send a contract for electronic signatures directly from the platform, configure stamp paper, add signatory details, set signature coordinates, and track the signing process from start ...
- [Post-Contract Execution Actions Guide](https://help.legistify.com/en/articles/9564477-post-contract-execution-actions-guide.md): A step-by-step guide to managing contracts after execution, including how to renew, amend, and terminate contracts directly from the platform.
- [How to Sign a Document Using a DSC Token](https://help.legistify.com/en/articles/15644017-how-to-sign-a-document-using-a-dsc-token.md): This article explains how to sign a document using a Digital Signature Certificate \(DSC\) token in the Contract Management Tool \(CMT\).
- [Legistify AI Plugin in OnlyOffice \(Contract Management Tool\)](https://help.legistify.com/en/articles/16186384-legistify-ai-plugin-in-onlyoffice-contract-management-tool.md): Use the Legistify AI plugin inside the OnlyOffice editor to summarise contracts, extract clauses and obligations, run AI playbooks, and manage your clause library without leaving the document.
- [Repository Page in Contract Management Tool](https://help.legistify.com/en/articles/9439849-repository-page-in-contract-management-tool.md): View, organise, and manage all your contracts from a centralised repository with search, filters, reporting, and AI-powered analysis.
- [To Do Page](https://help.legistify.com/en/articles/9439947-to-do-page.md): This article explains the features and functionality of the To Do Page in the Contract Management Tool.
- [Insights Page in Contract Management Tool](https://help.legistify.com/en/articles/9439873-insights-page-in-contract-management-tool.md): Track contract health, monitor pipeline activity, analyse performance trends, and manage e-sign and stamp spend — all from one AI-powered dashboard.
- [Risk & Renewals Dashboard in Contract Management Tool](https://help.legistify.com/en/articles/15166384-risk-renewals-dashboard-in-contract-management-tool.md): Monitor expiring contracts, track renewal actions, and manage portfolio risk with AI-powered insights to stay ahead of deadlines and avoid unintended lapses.
- [Pipeline & Approvals Dashboard in Contract Management Tool](https://help.legistify.com/en/articles/15166436-pipeline-approvals-dashboard-in-contract-management-tool.md): Track active pipeline health, monitor approval queues, identify stalled contracts, and analyse lifecycle conversion with AI-powered insights.
- [Team & Operations Dashboard in Contract Management Tool](https://help.legistify.com/en/articles/15166512-team-operations-dashboard-in-contract-management-tool.md): Monitor team workload, track user activity, manage task health, and maintain contract data quality with AI-powered insights across your organisation.
- [Email Alerts in Contract Management Module](https://help.legistify.com/en/articles/9446979-email-alerts-in-contract-management-module.md): Learn how to configure, customise, and create email alerts for your contracts — from expiry reminders and stage transitions to task deadlines and daily digest notifications.
- [Escalation in Contract Management](https://help.legistify.com/en/articles/9447008-escalation-in-contract-management.md): Learn how to create and manage multi-level escalation workflows in the Contract Management module to ensure critical tasks are flagged and actioned on time.
- [How to Set Up Contract Creation Approval](https://help.legistify.com/en/articles/9446892-how-to-set-up-contract-creation-approval.md): Learn how to create single or multi-level approval workflows for contract creation, ensuring every new contract is reviewed and authorised before it moves forward.
- [Setting Up Role-Based Access in Contract Management](https://help.legistify.com/en/articles/9447024-setting-up-role-based-access-in-contract-management.md): Learn how to configure role-based permissions for each user type in the Contract Management module, giving you precise control over what each role can see and do across the platform.
- [Build Contract Template](https://help.legistify.com/en/articles/9446937-build-contract-template.md): Learn how to create contract templates from scratch using the no-code builder engine, with three creation methods — Automated Contract, Manual Contract, and Import from DOCX and JSON.
- [Set Up Custom Labels](https://help.legistify.com/en/articles/9447052-set-up-custom-labels.md): Learn how to create and manage custom label categories in the Contract Management module to organise, filter, and report on your contracts more effectively.
- [How to Set Up & Start Contract Signing Approval](https://help.legistify.com/en/articles/9501763-how-to-set-up-start-contract-signing-approval.md): This article provides a comprehensive guide on how to set up contract signing approvals using the Contract Management Tool \(CMT\).
- [Setting Up Native Editor Access](https://help.legistify.com/en/articles/9501836-setting-up-native-editor-access.md): Learn how to manage individual user access rights within the native document editor, assigning each user the appropriate level of access based on their role and responsibilities.
- [View & Edit Company Signatories](https://help.legistify.com/en/articles/9502114-view-edit-company-signatories.md): Learn how to efficiently manage and update authorized signatories for specific contract templates within your organization.
- [Bulk Assignment](https://help.legistify.com/en/articles/9502667-bulk-assignment.md): This Article helps user easily reassign pre-created tasks and approvals to different users using the Bulk Assignment feature.
- [View & Edit Contract Followers](https://help.legistify.com/en/articles/9502061-view-edit-contract-followers.md): Learn how to manage default followers for each contract template, ensuring the right people receive notifications and have access to the contracts they need to track.
- [Org Wise Permission](https://help.legistify.com/en/articles/15325170-org-wise-permission.md): Control which features and capabilities are active across your entire organisation from a single settings panel.
- [Add New User](https://help.legistify.com/en/articles/15325360-add-new-user.md): Add and manage organisation users individually or in bulk from the User Management settings.
- [Create, Save & Download Custom MIS Report Templates](https://help.legistify.com/en/articles/9447693-create-save-download-custom-mis-report-templates.md): Build and download custom MIS reports for your contract metadata using the Export Data section in Resources.
- [How to Bulk Download Executed Contract Files](https://help.legistify.com/en/articles/9506200-how-to-bulk-download-executed-contract-files.md): Learn how to efficiently download multiple executed contracts and their supporting documents in bulk with the Bulk Files Download feature.
- [Comprehensive Guide to Stamp Management](https://help.legistify.com/en/articles/9506447-comprehensive-guide-to-stamp-management.md): Learn how to purchase, request, manage, store, and upload stamps efficiently using our Contract Management Tool.
- [Clause - How to Create, Edit & Use](https://help.legistify.com/en/articles/9448144-clause-how-to-create-edit-use.md): Build and manage a library of pre-approved clauses that can be used across your organisation's contracts.
- [Archived Contracts - View, Restore or Delete](https://help.legistify.com/en/articles/9506252-archived-contracts-view-restore-or-delete.md): Access, restore, and delete contracts that have been archived manually or automatically from the Repository.
- [Managing Counter Parties in Contract Management](https://help.legistify.com/en/articles/9506296-managing-counter-parties-in-contract-management.md): View and manage all external parties you have signed contracts with, and organise them by company.
- [AI Powered Clause Deviation Workflow](https://help.legistify.com/en/articles/11825421-ai-powered-clause-deviation-workflow.md): Clause-level stakeholder approval that makes contract risk management more transparent, accountable, and aligned with business decision-making.
- [Stamp Procurement and Parameters](https://help.legistify.com/en/articles/9789709-stamp-procurement-and-parameters.md): An overview of the types of stamp papers that Legistify can procure for your organisation, along with state availability and turnaround times.
- [DocuSign](https://help.legistify.com/en/articles/11028709-docusign.md): Integrate DocuSign with Legistify CMT to send contracts for e-signing and automatically sync executed copies across both platforms.
- [Google Drive](https://help.legistify.com/en/articles/11028763-google-drive.md): Integrate Google Drive with Legistify CMT to automatically store executed contracts and share them across teams without manual uploads.
- [MS Word Add-in](https://help.legistify.com/en/articles/11028802-ms-word-add-in.md): Learn how to use the Legistify MS Word Add-in to review contracts, run AI playbooks, manage clauses, and extract obligations directly within Microsoft Word.
- [Slack](https://help.legistify.com/en/articles/11039634-slack.md): Seamlessly integrate Slack with Legistify’s Contract Management Tool for real-time contract updates and collaboration
- [ZOHO CRM Integration](https://help.legistify.com/en/articles/9902390-zoho-crm-integration.md): Explore Zoho Integration with our contract module
- [Salesforce Integration \(Part 1\)](https://help.legistify.com/en/articles/11594365-salesforce-integration-part-1.md): Explore Salesforce integration with our contract module. Key features & functionalities provided with this integration.
- [Salesforce Integration Templates \(Part 2\)](https://help.legistify.com/en/articles/11629913-salesforce-integration-templates-part-2.md): Guide to automate your templates or company drafts for auto population from Salesforce opportunity data
- [Salesforce Integration installation \(Part 3\)](https://help.legistify.com/en/articles/11629774-salesforce-integration-installation-part-3.md): Step by step guide to install Legistify’s native application within your Salesforce account.
- [HubSpot Integration \(Part 1\)](https://help.legistify.com/en/articles/11707701-hubspot-integration-part-1.md): Explore HubSpot integration with our contract module. Key features & functionalities provided with this integration.
- [HubSpot Integration \(Part 2\)](https://help.legistify.com/en/articles/11707772-hubspot-integration-part-2.md): Step by step guide to install Legistify’s native application within your HubSpot account.
- [HubSpot Integration \(Part 3\)](https://help.legistify.com/en/articles/11707831-hubspot-integration-part-3.md): Guide to automate your templates or company drafts for auto population from HubSpot Deal data
- [HubSpot Integration \(Part 4\)](https://help.legistify.com/en/articles/11708427-hubspot-integration-part-4.md): Guide on how to sync Legistify CLM fields to your HubSpot Deal records for automated 2 way data sync
- [HubSpot Installation Guide](https://help.legistify.com/en/articles/12729923-hubspot-installation-guide.md): Check step-by-step instructions to install and link Legistify’s CLM package with HubSpot.
- [Contract Management Frequently Asked Questions \(FAQs\)](https://help.legistify.com/en/articles/10802619-contract-management-frequently-asked-questions-faqs.md): Find answers to the most frequently asked questions about contract management on Legistify's platform.

## Litigation Management Tool 

- [Search Bar](https://help.legistify.com/en/articles/9790451-search-bar.md): Learn how to use the search bar in the Litigation Management Tool to find cases, revisit recent searches, and run Codex AI prompts.
- [Notification \(Bell Icon\)](https://help.legistify.com/en/articles/9771728-notification-bell-icon.md): Learn how to view and manage real-time notifications for hearings, listings, orders, judgements, new cases, and disposed cases in the Litigation Management Tool.
- [Key Features: App Switch Grid, and Profile Settings](https://help.legistify.com/en/articles/9520638-key-features-app-switch-grid-and-profile-settings.md): Learn how to switch between Legistify apps and manage your profile settings in the Litigation Management Tool.
- [New Cases in Litigation Module: A Detailed Overview](https://help.legistify.com/en/articles/9561001-new-cases-in-litigation-module-a-detailed-overview.md): Learn how to review, add, map, and delete newly identified cases in the Litigation Management Tool using keyword groups.
- [New Cases Action Keys](https://help.legistify.com/en/articles/9729194-new-cases-action-keys.md): Explore all the key actions available on the New Cases page, including bulk actions, filters, custom view, and report generation.
- [New Cases Detail Page](https://help.legistify.com/en/articles/9979167-new-cases-detail-page.md): A guide to navigating and managing case information on the New Cases Detail Page in the Litigation Management Tool.
- [My Cases Section in the Litigation Module: A Comprehensive Guide](https://help.legistify.com/en/articles/9531136-my-cases-section-in-the-litigation-module-a-comprehensive-guide.md): Learn how to view, filter, and manage all your tracked legal cases in the My Cases section of the Litigation Management Tool.
- [My Cases Page Default and Custom View](https://help.legistify.com/en/articles/9739340-my-cases-page-default-and-custom-view.md): Learn how to navigate and customise views on the My Cases page in the Litigation Management Tool.
- [Bulk Actions](https://help.legistify.com/en/articles/9748926-bulk-actions.md): Learn how to perform actions on individual or multiple cases simultaneously from the My Cases page in the Litigation Management Tool.
- [Case Details Section](https://help.legistify.com/en/articles/9527288-case-details-section.md): Learn how to navigate and manage all case information from the Case Details page in the Litigation Management Tool.
- [Case Ancillary Section](https://help.legistify.com/en/articles/9619525-case-ancillary-section.md): Learn how to view and manage ancillary details within a case in the Litigation Management Tool.
- [Case Hearing Section](https://help.legistify.com/en/articles/9619882-case-hearing-section.md): Learn how to view, manage, and add hearings for a case in the Litigation Management Tool.
- [Case Document Section](https://help.legistify.com/en/articles/9620088-case-document-section.md): Learn how to access, download, share, and upload documents for a case in the Litigation Management Tool.
- [Edit Document](https://help.legistify.com/en/articles/9890778-edit-document.md): Edit Word documents directly within the Litigation Management Tool using the built-in OnlyOffice editor.
- [Case Spends Section](https://help.legistify.com/en/articles/9625961-case-spends-section.md): Manage case budgets and invoices efficiently with the Spends section in the Litigation Management Tool.
- [Case Tasks Section](https://help.legistify.com/en/articles/9626077-case-tasks-section.md): Learn how to use the case tasks section in Legistify's litigation module to create, assign, and track tasks linked to individual cases.
- [Case Logs Section](https://help.legistify.com/en/articles/9630024-case-logs-section.md): Learn how to view and download case activity logs in the Litigation Management Tool.
- [My Queue](https://help.legistify.com/en/articles/9827239-my-queue.md): Understanding the "My Queue" Section in the LMT
- [Calendar Function in the Litigation Module](https://help.legistify.com/en/articles/9545699-calendar-function-in-the-litigation-module.md): Learn how to use calendar function.
- [To-Do Section in the Litigation Management Tool](https://help.legistify.com/en/articles/15970783-to-do-section-in-the-litigation-management-tool.md): Access your Calendar, Tasks, and My Queue from a single consolidated section in the Litigation Management Tool.
- [Insights Page in the Litigation Module: Features and Benefits](https://help.legistify.com/en/articles/9531934-insights-page-in-the-litigation-module-features-and-benefits.md): An AI-powered command center that transforms your litigation data into actionable insights helping you identify risks, improve data quality, and take faster, smarter decisions.
- [Additional Features on the Insights Page](https://help.legistify.com/en/articles/9571788-additional-features-on-the-insights-page.md): Learn how to view and download additional options.
- [Hearings Dashboard in Litigation Module](https://help.legistify.com/en/articles/14459690-hearings-dashboard-in-litigation-module.md): Track, manage, and analyse all your hearings with AI-powered insights to stay prepared, reduce delays, and improve overall case progress.
- [Financials Dashboard in Litigation Module](https://help.legistify.com/en/articles/14459742-financials-dashboard-in-litigation-module.md): Track financial exposure, monitor legal spend, and manage risk with AI-powered insights that help you identify gaps, control costs, and make informed financial decisions across your litigation port...
- [Geography Dashboard in Litigation Module](https://help.legistify.com/en/articles/14459783-geography-dashboard-in-litigation-module.md): Understand geographic distribution of cases, identify concentration risks, and take action with AI-powered insights.
- [Team & Counsel Dashboard in Litigation Module](https://help.legistify.com/en/articles/14459870-team-counsel-dashboard-in-litigation-module.md): Monitor team workload, user activity, counsel performance, and operational efficiency with AI-powered insights.
- [Legal Research](https://help.legistify.com/en/articles/10837463-legal-research.md): This article introduces the Legal Research sections, including Case Search, Judgement Copies, Case Laws, and Bare Acts, and explains how they help you access court data from across India.
- [Case Search](https://help.legistify.com/en/articles/13670299-case-search.md): Search and access public case details from Indian courts, manage cases from a single dashboard, and use AI to quickly understand case information.
- [Find Judgement Copies](https://help.legistify.com/en/articles/13670640-find-judgement-copies.md): Search, preview, and access court judgements from across India, and use AI to quickly translate and summarise judgement content.
- [Search Case Laws](https://help.legistify.com/en/articles/13681941-search-case-laws.md): Search across judgement documents using plain text and uncover critical references, facts, and findings without reading page by page.
- [Bare Acts](https://help.legistify.com/en/articles/13682344-bare-acts.md): Access a comprehensive repository of Indian Bare Acts from a single platform, making it easy to browse and read statutory laws. AI-powered summaries and translations help simplify complex provision...
- [Email Alerts in the Litigation Module](https://help.legistify.com/en/articles/9545552-email-alerts-in-the-litigation-module.md): Set up and manage email alerts for your cases in the Litigation module, from new case discoveries and hearing reminders to daily digests and lifecycle activity notifications.
- [Understanding Keyword Groups in the Litigation Module](https://help.legistify.com/en/articles/9532280-understanding-keyword-groups-in-the-litigation-module.md): Learn how to set up and manage keyword groups in the Litigation Management Tool to automatically detect and organise cases based on keywords, filters, and alert settings.
- [Setting Up Custom Labels in the Litigation Module](https://help.legistify.com/en/articles/9532113-setting-up-custom-labels-in-the-litigation-module.md): Create and manage custom label categories in the Litigation module to organise, filter, and report on your cases more effectively.
- [View and Edit Litigation Followers](https://help.legistify.com/en/articles/9532490-view-and-edit-litigation-followers.md): Learn how to efficiently manage and update Cases Followers for specific cases within your organization
- [User Management in the Litigation Module](https://help.legistify.com/en/articles/9531278-user-management-in-the-litigation-module.md): Learn how to manage users in Legistify's litigation module, including adding team members, assigning roles, and controlling access levels.
- [Utilizing the "Additional Storage" Feature in the Litigation Module](https://help.legistify.com/en/articles/9521253-utilizing-the-additional-storage-feature-in-the-litigation-module.md): A guide to using the additional storage feature in Legistify's litigation module to manage and store case-related documents and files.
- [How to Set Up Your Queue Workflow via the Settings Section](https://help.legistify.com/en/articles/9864179-how-to-set-up-your-queue-workflow-via-the-settings-section.md): Learn how to customize and set up your queue workflow efficiently in the LMT settings section.
- [Utilizing the "My Counsel" feature in the Litigation Module](https://help.legistify.com/en/articles/9521014-utilizing-the-my-counsel-feature-in-the-litigation-module.md): Learn how to view, add, and manage your legal counsels in the Litigation Management Tool using the revamped My Counsel section.
- [My Counsel Detail Section](https://help.legistify.com/en/articles/9630437-my-counsel-detail-section.md): Learn how to manage counsel information in the counsel detail section.
- [My Counsel Document Section](https://help.legistify.com/en/articles/9636736-my-counsel-document-section.md): Store, upload, and manage documents associated with your legal counsels in the Litigation Management Tool.
- [My Counsel Budget Section](https://help.legistify.com/en/articles/9636746-my-counsel-budget-section.md): Learn how to add financial details to the "My Counsel" budget section.
- [My Counsel Cases Section](https://help.legistify.com/en/articles/9636758-my-counsel-cases-section.md): Learn how to view cases in the "My Counsel" cases section.
- [Archived Cases – View or Restore](https://help.legistify.com/en/articles/9520374-archived-cases-view-or-restore.md): Learn how to access, manage, and restore your archived cases in the "Archived Cases" section.
- ["My Queue" Section in the Litigation Module](https://help.legistify.com/en/articles/9546019-my-queue-section-in-the-litigation-module.md): Learn how to work my queue section in the litigation module.
- [Custom Report Templates](https://help.legistify.com/en/articles/9532873-custom-report-templates.md): Learn how to Create Custom Report Templates.
- [Download Excel Reports in Litigation Management](https://help.legistify.com/en/articles/9637989-download-excel-reports-in-litigation-management.md): Learn how to use the "Download Excel Reports" function in the Litigation Module.
- [Download History](https://help.legistify.com/en/articles/9638095-download-history.md): Learn how to view your MIS download history in the litigation module.
- [AI-Powered MIS Analysis Reports](https://help.legistify.com/en/articles/15969822-ai-powered-mis-analysis-reports.md): Automatically generate AI-powered analysis reports alongside your standard MIS downloads in the Litigation Management Tool.
- [Fixed Section](https://help.legistify.com/en/articles/10338356-fixed-section.md): Find essential tools like search bar, Legal Gen-AI, Notifications and App Switch Button for streamlined litigation management.
- [How to Use My Cases in Legistify App](https://help.legistify.com/en/articles/10341732-how-to-use-my-cases-in-legistify-app.md): The 'My Cases' section helps you efficiently manage and track Case details, Hearings, Listings, and Orders with ease.
- [New Cases on Mobile Application](https://help.legistify.com/en/articles/10337716-new-cases-on-mobile-application.md): The New Cases section in the Legistify mobile app allows users to efficiently manage newly registered litigation cases that are relevant to their organization.
- [Calendar Section in the Litigation App](https://help.legistify.com/en/articles/10337618-calendar-section-in-the-litigation-app.md): Track scheduled hearings and case listings by date using the Calendar section in the Litigation Management app.
- [More Button](https://help.legistify.com/en/articles/10337676-more-button.md): Access your profile, settings, and additional features from the More section in the Litigation Management app.
- [Courts Names Data: New Cases](https://help.legistify.com/en/articles/10830359-courts-names-data-new-cases.md): This article covers the court names data included in New Cases tracking, detailing which courts are part of the system.
- [Daily Tracking](https://help.legistify.com/en/articles/10830764-daily-tracking.md): This article covers the court names data included in the daily tracking, detailing which courts are part of the system.
- [Cause List](https://help.legistify.com/en/articles/10830821-cause-list.md): This article covers the court names data included in the cause list, detailing which courts are part of the system.
- [Litigation Management Frequently Asked Questions \(FAQs\)](https://help.legistify.com/en/articles/10850364-litigation-management-frequently-asked-questions-faqs.md): Check important questions and answers related to Litigation Management.

## IP Management Tool 

- [Logo Search Function in IPR](https://help.legistify.com/en/articles/10484873-logo-search-function-in-ipr.md): Use the Logo Search feature to upload any logo and instantly find visually similar trademarks registered with IP India helping you spot potential conflicts before they become a problem.
- [Bulk Transfer of Self Applications to 3rd Party \(and Vice Versa\)](https://help.legistify.com/en/articles/10484967-bulk-transfer-of-self-applications-to-3rd-party-and-vice-versa.md): Learn how to move multiple trademarks between the Self and 3rd Party sections in one go, so your tracking list stays accurate and organised without manual updates for each entry.
- [Tracking your Trademarks in IPR Tool](https://help.legistify.com/en/articles/9531564-tracking-your-trademarks-in-ipr-tool.md): Learn how to navigate the Trademark section in the IPR module, track your marks across different stages, apply filters, and customise your view for efficient portfolio management.
- [Trademark Details Page](https://help.legistify.com/en/articles/9572272-trademark-details-page.md): A complete guide to the Trademark Details page, covering all tabs, the Legistify AI panel, and automatic task creation for opposition proceedings.
- [Protect Section Features](https://help.legistify.com/en/articles/9555928-protect-section-features.md): Monitor and protect your trademarks against potential infringements using keyword, phonetic, and image-based matching tools in the IPR module.
- [Navigating Matching Trademark Tabs](https://help.legistify.com/en/articles/9555954-navigating-matching-trademark-tabs.md): Learn how the Keyword Matching feature in the Protect section identifies trademarks that match or resemble your word marks.
- [Phonetic Matching in the Protect Section](https://help.legistify.com/en/articles/9571678-phonetic-matching-in-the-protect-section.md): Learn how the Phonetic Matching feature identifies trademarks that sound similar to yours, even when spelled differently.
- [Image to Image Comparison](https://help.legistify.com/en/articles/9556012-image-to-image-comparison.md): Learn how the Image-Image feature in the Protect section identifies trademarks whose logos or images are visually similar to yours.
- [Add Watchers in Multiple Applications](https://help.legistify.com/en/articles/10125315-add-watchers-in-multiple-applications.md): Learn how to add external watchers to multiple trademark applications at once from the Track section in the IPR module.
- [Filter's In IPR Module](https://help.legistify.com/en/articles/9570944-filter-s-in-ipr-module.md): How to check Exact Match, Starts With and Ends With Trademarks
- [Add or Delete Trademarks](https://help.legistify.com/en/articles/9638146-add-or-delete-trademarks.md): Learn How to Add / Delete Trademarks in the IPR Module
- [Insights Page in the IPR Module: Features and Benefits](https://help.legistify.com/en/articles/9564990-insights-page-in-the-ipr-module-features-and-benefits.md): This article explains the features and benefits of the Insights Page in the IPR Module
- [IPR Email Alerts](https://help.legistify.com/en/articles/9561954-ipr-email-alerts.md): Steps to activate/deactivate email alerts.
- [Custom Report Template](https://help.legistify.com/en/articles/9562005-custom-report-template.md): Learn how to create custom MIS report.
- [Download Excel Reports in IPR Management](https://help.legistify.com/en/articles/9564476-download-excel-reports-in-ipr-management.md): Learn how to download Excel reports.
- [Download History in IP Management Tool](https://help.legistify.com/en/articles/9564793-download-history-in-ip-management-tool.md): Learn How to check the download history of MIS reports
- [Vault in the IPR Module](https://help.legistify.com/en/articles/9564810-vault-in-the-ipr-module.md): Store, organise, and access IP-related files securely using the Vault in the IPR module, with direct integration into Codex.
- [Add User Feature in the IPR Module](https://help.legistify.com/en/articles/10410630-add-user-feature-in-the-ipr-module.md): Add new users and grant them access to the IPR module independently using the User Management settings.
- [Setting Up Role-Based Access in the IPR Module](https://help.legistify.com/en/articles/9564831-setting-up-role-based-access-in-the-ipr-module.md): Learn how to set up role-based access in Legistify's IPR module to assign user roles and control access to intellectual property data.
- [Keyword Group](https://help.legistify.com/en/articles/9564882-keyword-group.md): Learn How to add Keywords and Agent Code.
- [Copyrights Search Section](https://help.legistify.com/en/articles/9610883-copyrights-search-section.md): How to conduct a Internal and Public search realted to you copyrights
- [Copyrights Track Section](https://help.legistify.com/en/articles/9577369-copyrights-track-section.md): How to check tracked and find Copyrights in the Copyrights section.
- [Add or Delete Copyright](https://help.legistify.com/en/articles/9638167-add-or-delete-copyright.md): Learn How to add or delete copyright in the IPR module
- [Copyrights Detail Page](https://help.legistify.com/en/articles/9652793-copyrights-detail-page.md): Check all the important details related to your copyrights
- [Copyrights Protect Section](https://help.legistify.com/en/articles/9842189-copyrights-protect-section.md): How to protect your copyrights application by using the protect section
- [Patent Details Page](https://help.legistify.com/en/articles/9619341-patent-details-page.md): Check all the important details related to your patent
- [Add or Delete Patent](https://help.legistify.com/en/articles/9638343-add-or-delete-patent.md): Learn how to add or delete patent in the IPR module
- [Patent Track Section](https://help.legistify.com/en/articles/9577175-patent-track-section.md): How to checked tracked patent and their status.
- [Patent Search](https://help.legistify.com/en/articles/9577135-patent-search.md): Best way to search for patents using the search section
- [Design Search Section](https://help.legistify.com/en/articles/9674791-design-search-section.md): How to search design internally or public search via tool
- [Design Track Section](https://help.legistify.com/en/articles/9611026-design-track-section.md): How to check the status and other details of designs
- [Add or Delete Designs](https://help.legistify.com/en/articles/9652666-add-or-delete-designs.md): Learn how to add or delete design in the IPR module
- [Design Details Page](https://help.legistify.com/en/articles/9662453-design-details-page.md): How to check the information on design detail page.
- [Fixed Section IPR](https://help.legistify.com/en/articles/10335485-fixed-section-ipr.md): Learn how to use the Fixed Section to efficiently manage trademarks, copyrights, patents, and hearings.
- [How to do a public Search and Add an IP directly](https://help.legistify.com/en/articles/10335621-how-to-do-a-public-search-and-add-an-ip-directly.md): Learn How to add IP and Conduct a Public Search
- [How to check Trademarks Details in Mobile App](https://help.legistify.com/en/articles/10335538-how-to-check-trademarks-details-in-mobile-app.md): Learn how to track Trademarks and view detailed information.
- [How to check Patent Details in the Mobile App](https://help.legistify.com/en/articles/10342276-how-to-check-patent-details-in-the-mobile-app.md): Learn how to track Patent and view detailed information.
- [More Tab in IPR](https://help.legistify.com/en/articles/10342684-more-tab-in-ipr.md): Access your profile, settings, and additional features from the More tab in the IPR mobile app.
- [How to check Copyrights Details in the Mobile App](https://help.legistify.com/en/articles/10341896-how-to-check-copyrights-details-in-the-mobile-app.md): Learn how to track copyrights and view detailed information.
- [Key Features: App Switch Button and More](https://help.legistify.com/en/articles/10335150-key-features-app-switch-button-and-more.md): Switch between Legistify apps seamlessly using the App Switch Button in the IPR mobile app.
- [IPR Watcher Feature](https://help.legistify.com/en/articles/10001355-ipr-watcher-feature.md): Tag your vendor and Clients to share an IP related update to their email directly.
- [Deadline Manager](https://help.legistify.com/en/articles/10095646-deadline-manager.md): Understand the use of Deadline Manager in case of Opposed and Objected Trademarks
- [Search Option](https://help.legistify.com/en/articles/9527258-search-option.md): Learn how to use the search option in Legistify to quickly find contracts, notices, and other legal documents.
- [Key Features: Calendly, App Switch Grid, and Profile Settings](https://help.legistify.com/en/articles/9556052-key-features-calendly-app-switch-grid-and-profile-settings.md): Explore key features in Legistify including the app switch, grid view, Calendly integration, and profile settings to get the most from the platform.
- [IPR Management Frequently Asked Questions \(FAQs\)](https://help.legistify.com/en/articles/10802862-ipr-management-frequently-asked-questions-faqs.md): Check answers of all the important questions that can come to your mind related to IPR Management.

## Notice Management Tool

- [Search Bar Features and Usage Guide in Notice Module](https://help.legistify.com/en/articles/9699462-search-bar-features-and-usage-guide-in-notice-module.md): This article explains the features and usage of the Search Bar within our NMT platform.
- [Key Features in Notice Management: App Switch Grid, Calendly and Profile Settings](https://help.legistify.com/en/articles/9699507-key-features-in-notice-management-app-switch-grid-calendly-and-profile-settings.md): Explore key features in Legistify's notice management module, including app switch, grid view, Calendly integration, and profile settings.
- [Calendar Function in the Notice Module](https://help.legistify.com/en/articles/9699468-calendar-function-in-the-notice-module.md): Learn how to use the calendar function.
- [How to Initiate a New Notice Entry](https://help.legistify.com/en/articles/9699516-how-to-initiate-a-new-notice-entry.md): Learn how to create a new notice entry in the Notice Management Tool using a customisable template-based workflow.
- [How to Initiate a Legacy Notice Entry](https://help.legistify.com/en/articles/9699521-how-to-initiate-a-legacy-notice-entry.md): Learn how to digitise old and closed legal notices in the Notice Management Tool by uploading the file and adding basic notice details for complete digital documentation.
- [How to View Drafts in NMT](https://help.legistify.com/en/articles/9699527-how-to-view-drafts-in-nmt.md): Access, edit, and manage notice drafts saved before final submission.
- [Ancillary Section](https://help.legistify.com/en/articles/9818708-ancillary-section.md): A guide to the Ancillary section in the Notice Management Tool, covering how to add and manage custom fields for each notice.
- [Notice Document Section](https://help.legistify.com/en/articles/9818758-notice-document-section.md): Upload, view, and manage all documents associated with a notice in the Notice Management Tool.
- [Notice Tasks Section](https://help.legistify.com/en/articles/9818978-notice-tasks-section.md): Learn how to use the notice tasks section in Legistify's notice management module to create, assign, and track tasks linked to notices.
- [Notice Logs Section](https://help.legistify.com/en/articles/9819151-notice-logs-section.md): Track all activity, notes, and changes associated with a notice using the Logs section in the Notice Management Tool.
- [Notice Courier Section](https://help.legistify.com/en/articles/9819020-notice-courier-section.md): Learn how to add and monitor couriers in the Courier Section.
- [Repository Page](https://help.legistify.com/en/articles/9699550-repository-page.md): This article explains the features and benefits of the notice repository section.
- [Features In Repository](https://help.legistify.com/en/articles/9748892-features-in-repository.md): Navigate and manage all your notices from the Repository in the Notice Management Tool, including filtering, bulk actions, custom views, and AI-powered tools.
- [Maker Checker Feature: To Do](https://help.legistify.com/en/articles/9748904-maker-checker-feature-to-do.md): Ensuring accuracy and compliance through a multi-person workflow for thorough notice review.
- [Email Alerts in Notice Module](https://help.legistify.com/en/articles/9748922-email-alerts-in-notice-module.md): This article provides a comprehensive guide on how to use and configure email alerts in NMT Module.
- [Escalation in Notice Management](https://help.legistify.com/en/articles/9748928-escalation-in-notice-management.md): This article provides a detailed guide on how to create and manage escalations in NMT Module.
- [Setting Up Role-Based Access in Notice Management](https://help.legistify.com/en/articles/9749006-setting-up-role-based-access-in-notice-management.md): Learn how to set up role-based access in Legistify's notice management module to manage user permissions and control access to notice data.
- [View & Edit Notice Followers](https://help.legistify.com/en/articles/9818599-view-edit-notice-followers.md): Learn how to efficiently manage and update Notice Followers for specific notice templates within your organization
- [Set Up Custom Labels in Notice Management Tool](https://help.legistify.com/en/articles/9748917-set-up-custom-labels-in-notice-management-tool.md): This article explains how to set up and manage labels within the Notice Management Tool \(NMT\).
- [User Management in Notice Management Tool](https://help.legistify.com/en/articles/16439906-user-management-in-notice-management-tool.md): Learn how org admins can add, edit, activate, deactivate, and manage users in the Notice Management Tool from Settings.
- [Create, Download & Save Custom MIS Report Templates](https://help.legistify.com/en/articles/9749015-create-download-save-custom-mis-report-templates.md): Learn how to efficiently manage MIS Reports. Create, download, and track notice metadata in just a few simple steps.
- [Managing Counter Parties in Notice Management](https://help.legistify.com/en/articles/9749042-managing-counter-parties-in-notice-management.md): Learn how to view, manage, and gain insights into all external parties.
- [AI-Powered MIS Analysis Reports \(Notice Management Tool\)](https://help.legistify.com/en/articles/16439801-ai-powered-mis-analysis-reports-notice-management-tool.md): Learn how AI-powered analysis reports are automatically generated alongside your notice data downloads in the Notice Management Tool.

## AI Capabilities

- [Legal GenAI \(AI-Powered Legal Assistance\)](https://help.legistify.com/en/articles/10353176-legal-genai-ai-powered-legal-assistance.md): Create robust contracts effortlessly with Legal GenAI, offering smart suggestions, risk flagging, and compliance guidance.
- [AI Playbook](https://help.legistify.com/en/articles/10353206-ai-playbook.md): Automatically analyse contracts against predefined organisational guidelines to identify compliant, risky, or missing clauses using AI. Here is a quick video guide for your reference:
- [AI Obligations](https://help.legistify.com/en/articles/10353213-ai-obligations.md): Automatically extract and review contractual obligations using AI to improve visibility into responsibilities and commitments within a contract.
- [AI-Powered Summaries](https://help.legistify.com/en/articles/10353296-ai-powered-summaries.md): Automatically generate concise summaries of contracts using AI to quickly understand key information and important clauses.
- [Key Clause Insights](https://help.legistify.com/en/articles/10353504-key-clause-insights.md): Automatically identify and review important clauses in a contract using AI to quickly understand key provisions and terms.
- [AI Extractor for Contract Management](https://help.legistify.com/en/articles/10353529-ai-extractor-for-contract-management.md): This article explains how the AI Extractor works within the Contract Management Tool.
- [Ask Questions on a Contract with Legistify AI](https://help.legistify.com/en/articles/15915006-ask-questions-on-a-contract-with-legistify-ai.md): Use Legistify AI on any contract details page to instantly get answers about key clauses, obligations, risks, and deadlines without reading through the full document manually.
- [Ask Questions on a Case with Agentic AI](https://help.legistify.com/en/articles/11816431-ask-questions-on-a-case-with-agentic-ai.md): Query anything on a legal case with our powerful agentic AI chatbot in minutes
- [Generate Case Summaries Using AI](https://help.legistify.com/en/articles/11816458-generate-case-summaries-using-ai.md): Create well drafted case summaries with detailed context within seconds using Legistify's AI case summariser
- [Summarise Specific Case Files With AI](https://help.legistify.com/en/articles/11816988-summarise-specific-case-files-with-ai.md): Prepare instant summaries of long form case documents within minutes and with ease
- [Translate Case Files Using AI](https://help.legistify.com/en/articles/11817004-translate-case-files-using-ai.md): Effectively translate case files to a language of your choice using the power of AI
- [Ask Questions on a Trademark with Legistify AI](https://help.legistify.com/en/articles/14880259-ask-questions-on-a-trademark-with-legistify-ai.md): Use Legistify AI on any trademark details page to instantly get answers about prosecution status, examination objections, deadlines, and more without digging through documents manually.
- [Generate Trademark Summary Using AI](https://help.legistify.com/en/articles/14880374-generate-trademark-summary-using-ai.md): Get an instant AI-generated summary of any trademark's key details including filing information, proprietor details, prosecution stage, and office directly from the trademark details page.
- [Summarise Trademark Files with AI](https://help.legistify.com/en/articles/14880422-summarise-trademark-files-with-ai.md): Use Legistify AI to generate instant summaries of documents attached to any trademark from examination reports to opposition filings so you can understand what is in a file without reading through ...
- [Translate Trademark Files Using AI](https://help.legistify.com/en/articles/14880432-translate-trademark-files-using-ai.md): Translate documents attached to any trademark into your preferred language using Legistify AI, so language is never a barrier when reviewing examination reports, orders, or other trademark filings.
- [Ask Questions on a Patent with Legistify AI](https://help.legistify.com/en/articles/14880503-ask-questions-on-a-patent-with-legistify-ai.md): Use Legistify AI on any patent details page to instantly get answers about examination status, objections raised, claim scope, deadlines, and more without manually reviewing each document.
- [Generate Patent Summary Using AI](https://help.legistify.com/en/articles/14880519-generate-patent-summary-using-ai.md): Get an instant AI-generated summary of any patent's key details including filing information, applicant and inventor details, claim overview, prosecution stage, and important dates directly from th...
- [Summarise Patent Files with AI](https://help.legistify.com/en/articles/14880531-summarise-patent-files-with-ai.md): Use Legistify AI to generate instant summaries of documents attached to any patent from examination reports to office actions so you can understand what is in a file without reading through it in f...
- [Translate Patent Files Using AI](https://help.legistify.com/en/articles/14880562-translate-patent-files-using-ai.md): Translate documents attached to any patent into your preferred language using Legistify AI, so language is never a barrier when reviewing examination reports, office actions, or other patent filings.
- [Ask Questions on a Copyright with Legistify AI](https://help.legistify.com/en/articles/15415407-ask-questions-on-a-copyright-with-legistify-ai.md): Use Legistify AI on any copyright details page to instantly get answers about filing status, defects, ownership, and compliance without digging through documents manually.
- [Generate Copyright Summary Using AI](https://help.legistify.com/en/articles/15415437-generate-copyright-summary-using-ai.md): Get an instant AI-generated summary of any copyright's key details including diary number, work title, class of work, applicant information, and current status directly from the copyright details p...
- [Summarise Copyright Files with AI](https://help.legistify.com/en/articles/15415456-summarise-copyright-files-with-ai.md): Use Legistify AI to generate instant summaries of documents attached to any copyright — from scrutiny notices to examination correspondence — so you can understand what is in a file without reading...
- [Translate Copyright Files Using AI](https://help.legistify.com/en/articles/15415473-translate-copyright-files-using-ai.md): Translate documents attached to any copyright into your preferred language using Legistify AI, so language is never a barrier when reviewing examination correspondence, scrutiny notices, or other c...
- [Ask Questions on a Design with Legistify AI](https://help.legistify.com/en/articles/15415499-ask-questions-on-a-design-with-legistify-ai.md): Use Legistify AI on any design details page to instantly get answers about novelty, infringement risks, prosecution activity, and filing completeness without digging through documents manually.
- [Generate Design Summary Using AI](https://help.legistify.com/en/articles/15415506-generate-design-summary-using-ai.md): Get an instant AI-generated summary of any design's key details including design number, article name, Locarno class, filing information, and applicant details directly from the design details page.
- [Summarise Design Files with AI](https://help.legistify.com/en/articles/15418413-summarise-design-files-with-ai.md): Use Legistify AI to generate instant summaries of documents attached to any design — from examination reports to opposition filings — so you can understand what is in a file without reading through...
- [Translate Design Files Using AI](https://help.legistify.com/en/articles/15418420-translate-design-files-using-ai.md): Translate documents attached to any design into your preferred language using Legistify AI, so language is never a barrier when reviewing examination reports, orders, or other design filings.
- [Ask Questions on a Notice with Legistify AI](https://help.legistify.com/en/articles/15418493-ask-questions-on-a-notice-with-legistify-ai.md): Use Legistify AI on any notice details page to instantly get answers about the notice's purpose, deadlines, required actions, and legal risks without reading through the full document manually.
- [Generate Notice Summary Using AI](https://help.legistify.com/en/articles/15418506-generate-notice-summary-using-ai.md): Get an instant AI-generated summary of any notice covering its key details, parties involved, purpose, and current status directly from the notice details page.
- [Summarise Notice Files with AI](https://help.legistify.com/en/articles/15418556-summarise-notice-files-with-ai.md): Use Legistify AI to generate instant summaries of documents attached to any notice — from legal demand letters to supporting evidence — so you can understand what is in a file without reading throu...
- [Translate Notice Files Using AI](https://help.legistify.com/en/articles/15418570-translate-notice-files-using-ai.md): Translate documents attached to any notice into your preferred language using Legistify AI, so language is never a barrier when reviewing legal demand letters, orders, or supporting documents.

## Codex: AI Workspace

- [Legistify Codex: Complete User Guide](https://help.legistify.com/en/articles/14836064-legistify-codex-complete-user-guide.md): Your complete guide to Codex, covering everything from writing your first prompt to managing multi-item projects across LMT, CMT, IPR, and NMT.
- [Codex Litigation Management Tool](https://help.legistify.com/en/articles/13915805-codex-litigation-management-tool.md): An AI-powered workspace designed to support drafting, research, document analysis, and structured decision-making within the platform.
- [Projects in Codex \(Litigation Module\)](https://help.legistify.com/en/articles/14470651-projects-in-codex-litigation-module.md): Organise related cases, apply consistent instructions, and run AI-powered analysis—all in one place.
- [Codex Artifacts \(Litigation Module\)](https://help.legistify.com/en/articles/14470873-codex-artifacts-litigation-module.md): Create, edit, and refine documents in a dedicated workspace without leaving Codex.
- [Monitor Agent in Codex \(Litigation Management Tool\)](https://help.legistify.com/en/articles/16900065-monitor-agent-in-codex-litigation-management-tool.md): Set up automated topic monitors in Codex to receive continuous, sourced updates on legal developments without manual research.
- [Codex Contract Management Tool](https://help.legistify.com/en/articles/14033821-codex-contract-management-tool.md): Use Legistify Codex to draft clauses, review contracts, analyse risks, and extract insights using AI all within a single workspace inside the Contract Management Tool.
- [Codex Artifacts \(Contract Management Tool\)](https://help.legistify.com/en/articles/14483973-codex-artifacts-contract-management-tool.md): Draft, review, and refine contracts in a structured workspace without leaving Codex.
- [Projects in Codex \(Contract Management Tool\)](https://help.legistify.com/en/articles/14482497-projects-in-codex-contract-management-tool.md): Create a focused workspace for related contracts, apply consistent instructions, and analyse multiple agreements together using AI.
- [Codex IPR Management Tool](https://help.legistify.com/en/articles/15819340-codex-ipr-management-tool.md): An AI-powered workspace designed to support drafting, research, document analysis, and structured decision-making within the IPR module.
- [Codex Artifacts \(IPR Module\)](https://help.legistify.com/en/articles/15819643-codex-artifacts-ipr-module.md): Learn how to use Codex Artifacts in the IPR module to draft, edit, and refine IP documents directly within Codex using AI-powered iteration and version control.
- [Projects in Codex \(IPR Module\)](https://help.legistify.com/en/articles/15819639-projects-in-codex-ipr-module.md): Learn how to use Projects in Codex to group IP records, run queries across your portfolio, and generate structured insights within the IPR module.
- [Codex Notice Management Tool](https://help.legistify.com/en/articles/15914873-codex-notice-management-tool.md): An AI-powered workspace designed to support drafting, research, document analysis, and structured decision-making within the Notice Management module.
- [Projects in Codex \(Notice Management Tool\)](https://help.legistify.com/en/articles/15914899-projects-in-codex-notice-management-tool.md): Group related notices into a single workspace, apply shared instructions, and run AI-powered queries across your entire notice portfolio in Codex.
- [Codex Artifacts \(Notice Management Tool\)](https://help.legistify.com/en/articles/15914903-codex-artifacts-notice-management-tool.md): Draft, edit, and refine notice documents, presentations, and spreadsheets in a dedicated workspace without leaving Codex.

## Collections Management 

- [API Documentation for Bulk Upload Data](https://help.legistify.com/en/articles/9673824-api-documentation-for-bulk-upload-data.md): Technical API documentation for bulk uploading data into Legistify's platform, including endpoints, parameters, and examples.

## Information Security

- [ACCESS CONTROL & USER ACCESS MANAGEMENT POLICY](https://help.legistify.com/en/articles/9630314-access-control-user-access-management-policy.md): Detailed policy regarding cloud access control and internal user management
- [ASSET MANAGEMENT PROCEDURE](https://help.legistify.com/en/articles/9643327-asset-management-procedure.md): A detailed guide to the asset management procedure followed within Legistify's platform.
- [Business Continuity Plan \(BCP\) Policy](https://help.legistify.com/en/articles/9643365-business-continuity-plan-bcp-policy.md): Read Legistify's Business Continuity Plan \(BCP\) policy outlining procedures to maintain operations during disruptions.
- [CHANGE MANAGEMENT POLICY](https://help.legistify.com/en/articles/9643543-change-management-policy.md): Legistify's change management policy covers the process for managing system, process, and organisational changes.
- [Data Classification and Handling Policy](https://help.legistify.com/en/articles/9643595-data-classification-and-handling-policy.md): Understand how Legistify classifies and handles data across its platform in line with security best practices.
- [Data Privacy and Data Protection Policy](https://help.legistify.com/en/articles/9643622-data-privacy-and-data-protection-policy.md): Legistify's data privacy and protection policy explains how user and organisational data is collected, stored, and secured.
- [Incident Response and Management Policy](https://help.legistify.com/en/articles/9643822-incident-response-and-management-policy.md): Learn about Legistify's incident response and management policy for identifying, reporting, and resolving security incidents.
- [INFORMATION SECURITY POLICY](https://help.legistify.com/en/articles/9644040-information-security-policy.md): Legistify's information security policy outlines the controls and standards in place to protect organisational data and systems.
- [INFORMATION SECURITY RISK MANAGEMENT PROCESS](https://help.legistify.com/en/articles/9644075-information-security-risk-management-process.md): A guide to Legistify's information security risk management process, covering risk identification, assessment, and mitigation.
- [ISMS POLICY STATEMENT](https://help.legistify.com/en/articles/9644454-isms-policy-statement.md): Read Legistify's ISMS policy statement, which outlines the organisation's commitment to information security management.
- [Mobile Device Management Policy](https://help.legistify.com/en/articles/9644460-mobile-device-management-policy.md): Legistify's mobile device management policy outlines guidelines for the secure use of mobile devices within the organisation.
- [Monitoring and Audit Logging Policy](https://help.legistify.com/en/articles/9644484-monitoring-and-audit-logging-policy.md): Understand how Legistify monitors systems and maintains audit logs to ensure security, compliance, and accountability.
- [NETWORK SECURITY POLICY](https://help.legistify.com/en/articles/9645449-network-security-policy.md): Legistify's network security policy defines the standards and controls for protecting the organisation's network infrastructure.
- [Physical & Environmental Security Policy](https://help.legistify.com/en/articles/9645519-physical-environmental-security-policy.md): Read Legistify's physical and environmental security policy for protecting facilities, hardware, and data from physical threats.
- [Risk Assessment Table HR](https://help.legistify.com/en/articles/9645587-risk-assessment-table-hr.md): Access Legistify's HR risk assessment table, outlining identified risks, their impact, and mitigation measures for HR processes.
- [Risk Assessment Table IT](https://help.legistify.com/en/articles/9645595-risk-assessment-table-it.md): Access Legistify's IT risk assessment table, covering identified risks, impact levels, and mitigation strategies for IT systems.
- [Software Development Lifecycle Policy](https://help.legistify.com/en/articles/9645615-software-development-lifecycle-policy.md): Legistify's SDLC policy outlines standards for building, testing, and deploying software securely across the development lifecycle.
- [Vendor Management Policy](https://help.legistify.com/en/articles/9645636-vendor-management-policy.md): Legistify's vendor management policy covers the process for onboarding, evaluating, and managing third-party vendors.
- [Legistify AI Architecture](https://help.legistify.com/en/articles/14086000-legistify-ai-architecture.md): Understand how Legistify securely powers AI features using AWS Bedrock while maintaining strict controls over data security, privacy, and compliance.
- [Database Backup & Restoration Policy](https://help.legistify.com/en/articles/14836308-database-backup-restoration-policy.md): Standard Operating Procedure \(SOP\) • Engineering & DevOps
- [Security Certifications - Legistify](https://help.legistify.com/en/articles/9630344-security-certifications-legistify.md): List of industry leading security certifications achieved by Legistify
- [VAPT Reports - Legistify](https://help.legistify.com/en/articles/10420446-vapt-reports-legistify.md): List of our Vulnerability Assessment and Penetration Testing \(VAPT\) reports for concerned modules
- [Legistify AI Architecture – FAQs](https://help.legistify.com/en/articles/14086151-legistify-ai-architecture-faqs.md): A detailed overview of the AI models, security architecture, data protection practices, and compliance controls powering Legistify’s AI features.

## API Documentation

- [API Documentation for E-Signing](https://help.legistify.com/en/articles/9795076-api-documentation-for-e-signing.md): Complete API documentation for integrating e-signing capabilities into your workflows via Legistify's platform.
- [API Documentation For E-Stamping](https://help.legistify.com/en/articles/11879368-api-documentation-for-e-stamping.md): Step-by-step API documentation for integrating e-stamping functionality into your systems via Legistify.
- [API Integration](https://help.legistify.com/en/articles/10077067-api-integration.md): This guide will walk you through the steps required to integrate our APIs into your platform, so you can start tracking cases and receiving updates.
- [Bulk Upload Data](https://help.legistify.com/en/articles/9799204-bulk-upload-data.md): Learn how to bulk upload data into Legistify's platform using the supported file formats and upload process.
- [SSO Integration Document](https://help.legistify.com/en/articles/9799310-sso-integration-document.md): Step-by-step documentation for setting up Single Sign-On \(SSO\) integration with Legistify's platform.
- [IT Setup and Configuration Guide](https://help.legistify.com/en/articles/15645740-it-setup-and-configuration-guide.md): A guide covering common IT setup requirements for Legistify, including Outlook email sync admin approval, Vsigner Windows SmartScreen warning, and network IP restrictions.
- [Private Cloud Service](https://help.legistify.com/en/articles/9795114-private-cloud-service.md): Learn about Legistify's private cloud service offering, including setup, features, and configuration options.
- [SMTP Integration with Communication Service](https://help.legistify.com/en/articles/9799161-smtp-integration-with-communication-service.md): A step-by-step guide to integrating your SMTP server with Legistify's communication service for automated email delivery.
- [Private Database Setup \(Litigation/Contracts\)](https://help.legistify.com/en/articles/10116274-private-database-setup-litigation-contracts.md): Know how to integrate client own database with Legistify's platform.
- [Legistify Deployment Options For Clients](https://help.legistify.com/en/articles/10116296-legistify-deployment-options-for-clients.md): This guide will help you understand Legistify's AI-driven SaaS platform for secure, flexible enterprise legal management across contracts, litigation, and IP.