Technical Requirements
The Legal Assistant runs in the cloud. There is nothing to install and no server to maintain. You need a current web browser, an internet connection, and Microsoft Word for optimal document editing. The details are below.
Browser and device
Use the current or previous major release of Chrome, Microsoft Edge, Firefox, or Safari on Windows, Mac, or Chromebook. Tablets work for viewing cases, calendars, and tasks; document editing needs a desktop or laptop with Word installed.
Microsoft Word
Letters, forms, and documents are generated as Word files from templates and open directly in Word on your computer for editing; saving in Word writes the document back to the case. You need Microsoft Word installed locally, Microsoft 365, or [Office 2019 or later], on Windows or Mac. Viewing generated documents does not require Word.
The Legal Assistant sends and receives email through a firm email account that you connect during setup; individual users can optionally connect their own accounts as well. Microsoft 365 and Outlook.com accounts connect by signing in with your Microsoft account. Other providers connect over IMAP and SMTP; Google Workspace and Gmail accounts require an app password for this.
Fax
Faxing from cases can be achieved using email to fax providers
Hosting and data
Each firm runs on its own secure dedicated instance hosted on Amazon Web Services in the United States, with daily backups. On-site deployment is not offered at this time.