Legal Workspace Integration Guides
- Details
- Written by: Legal Workspace
These video guides show you how to connect Legal Workspace to the other apps your firm uses, and how to get the most out of each connection once it's set up. Every guide has a short video and numbered screenshots, so you can follow along step by step.
Integration guides
Where to find integrations in Legal Workspace
You manage every integration from one place. In Legal Workspace, go to Settings, scroll down and click Manage and connect third-party apps. From there, you can connect an app, see which apps are already connected, and check each connection's status.
Need help with an integration?
Each guide includes a troubleshooting section covering the most common problems. If you’re still stuck, our support team will help you get connected.
Contact support or Browse all help guides
Frequently asked questions
Go to Settings and click Manage and connect third-party apps. All available integrations are listed there, with a button to connect each one.
No. Connecting an integration is free and included in onePlan, along with every other Legal Workspace feature.
You'll still need your own subscription or account with the app you're connecting, for example, a Microsoft 365 licence, and that is paid directly to the app's provider, not to Legal Workspace.
Open Manage and connect third-party apps in Settings. Any app you've connected shows as Connected.
Yes. When you connect an app, you sign in on that app's own sign-in page and approve what Legal Workspace can access. Legal Workspace never sees or stores your password for the connected app.
