Tutorials

Tutorials

Get Started with a step-by-step walkthrough
of Legal Beagle
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1

Sign Up

First step is to sign up with your phone number. Start by entering your phone number into the text field to have a code texted to you.

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2

Choose User Type

After entering the One Time Passcode, select 'I'm an attorney'. This will present a few of our supported integrations. If you use Clio or Practice Panther, select the respective buttons. Otherwise, click independent to skip this step for now. Selecting Clio or Practice Panther will require you to login to your integration account.

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3

Final User Information

Finally, enter your first and last name. This will be the name associated with your account.

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4

Home Page

On the home page you can navigate to a variety of different pages. At the top of the home page you will find discovery articles. These articles are short newsletters to keep up to date on the legal field.

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5

(Optional) Enabling Powerform

To make Docusign easier, you might want to enable Docusign Powerforms.
Learn more here.

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6

(Optional) Enabling DocuSign

To send over DocuSign documents during video consultations, you need to have DocuSign enabled prior to the call. Simply press the settings icon at the top right hand side of the screen. On this settings list, select the DocuSign Integration button.

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7

(Optional) Enabling DocuSign

Once on the DocuSign page, press the Click to enable button to then sign in to the DocuSign Sign In page. Once successfully enabled, you may return to the homepage.

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8

Lead Manager

As an attorney, you can press View Available Leads button at the bottom to view the Lead Manager page. On this page you can view available & offline leads. By pressing the gear at the top right you can customize your lead filters.

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9

Lead Filters

Lead filters determine which type of cases you want. Press the Settings Button at the top of the Lead Manager Page. Selecting the Add State + button will let you add more states that you're monitoring for.

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Active Leads

Active Leads mean that there is a hot lead waiting in queue for a video consultation. Clicking on these leads will put you a video consultation with the client. On this page, you will be able to join a video consultation with a prospective client.

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Offline Leads

Offline leads are leads where clients are no longer waiting for a video consultation, but still want to be contacted by the appropriate attorney.

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