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Setup

Go live in a morning.

A straightforward checklist to bring your firm onto LegalFlow — fast.

Checklist

Your setup plan.

Everything you need to go live with your team and data.

  1. Create your workspace

    Sign up with Google or email. Name your organization and invite staff with role-based access.

  2. Configure courts & attorneys

    Add court locations, jurisdictions, and attorney profiles. Set it once — reuse across all cases.

  3. Import existing data

    Upload cases and client data using CSV or Excel templates. Full history, in minutes.

  4. Connect Google Calendar

    Sync hearings to Google Calendar. Your team sees what's due without switching apps.

  5. Start tracking outcomes

    Record hearing results, upload court orders (AI does the rest), and let provisions track themselves.

Migration

Bring your data with you.

LegalFlow supports bulk imports so your team can start with complete case history, clients, and users — not a blank slate.

  • Bulk upload cases, clients, and users
  • CSV and Excel templates for consistency
  • Migration utilities for legacy data

Cloud-ready deployment

LegalFlow runs on Google Cloud Run with containerized services and health monitoring.

  • Containerized with health checks
  • PostgreSQL data storage
  • S3-compatible document storage
  • Automatic backups

Need onboarding help? Email support@legalflow.ltd.

Ready to onboard your team?

Create your LegalFlow workspace and start managing cases in one place.

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