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🗺️ Quick start guide — go live in under a day 342 views 📐 Template mapping: preparing your documents for AI configuration UPDATED 218 views 🎬 Clio integration: step-by-step setup guide VIDEO 197 views 💳 Setting up Stripe and collecting fees online 186 views 🏷️ Branding your client intake portal NEW 154 views 🎓 Young adult package: configuring college POA bundles 143 views ⚖️ Reviewing and approving AI-generated documents 139 views 🔔 Configuring intake completion notifications 121 views

🗺️ Quick start guide — go live in under a day Updated May 14 👤 Creating your attorney account and portal Updated May 2 🏷️ Branding your client intake portal NEW Updated May 10 📐 Template mapping overview: what it is and how to prepare Updated Apr 28 📅 Scheduling your template mapping session Updated Apr 20 🔗 Connecting your practice management system Updated Apr 15 📢 Sharing your intake link with clients Updated Apr 10 ✅ Go-live checklist — before your first live client Updated Apr 8

⚙️ Creating and configuring intake workflows Updated May 12 ❓ Adding and customizing intake questions Updated May 8 🎓 Configuring young adult / college POA packages Updated May 5 🏥 Setting up elder law and Medicaid intake workflows Updated Apr 30 ⚖️ Family law intake: divorce, custody, and prenuptial workflows Updated Apr 25 🔔 Notification settings: who gets alerted and when Updated Apr 20 📊 Viewing and managing intake submissions Updated Apr 18 📤 Exporting intake data to your practice management system Updated Apr 15 🔄 Intake follow-up: re-engaging incomplete submissions NEW Updated May 11 📱 Mobile experience: how clients see your intake on their phone Updated Apr 5

📐 Template mapping: preparing your documents for AI UPDATED Updated May 14 🤖 How AI document generation works — a plain-language guide Updated May 10 📦 Triggering document generation for a completed intake Updated May 8 ⚖️ Reviewing and approving AI-generated documents Updated May 6 ✏️ Requesting revisions to a generated document Updated May 3 📬 Delivering completed documents to clients Updated Apr 28 🏛️ Trust document packages: what gets generated and when Updated Apr 25 🔧 Updating your templates after initial mapping Updated Apr 20 ⚠️ What to do when a generated document needs significant revision Updated Apr 15

⚖️ Clio integration: step-by-step setup guide VIDEO Updated May 10 📋 MyCase integration: step-by-step setup guide Updated May 8 📜 WealthCounsel integration guide Updated Apr 28 💳 Stripe payment integration setup Updated Apr 20 🔌 REST API: authentication and first request Updated Apr 15 📡 Webhooks: setting up real-time event notifications Updated Apr 10 🔄 Troubleshooting integration sync issues Updated Apr 5

🏦 Setting up Stripe and connecting your bank account Updated May 5 💰 Setting your fee amounts by package type Updated Apr 28 🧾 Payment receipts and client invoicing Updated Apr 20 ↩️ Processing refunds Updated Apr 15 ⚖️ Trust accounting: what LegalGEN payments are and aren't Updated Apr 10 ❌ Troubleshooting failed payments Updated Apr 5

👤 Managing your attorney profile and credentials Updated May 10 🔒 Password, MFA, and security settings Updated May 8 📊 Understanding your subscription and plan features Updated May 5 💳 Updating your payment method Updated Apr 28 📄 Viewing and downloading invoices Updated Apr 20 📈 Upgrading or changing your plan Updated Apr 15 ❌ Cancelling your subscription Updated Apr 10 📥 Exporting and downloading your data Updated Apr 5