Complete Onboarding Guide for LawY (Step-by-Step)

This article walks you through the complete LawY onboarding process using our updated onboarding experience. Key setup steps are covered before you begin using LawY

This article is designed to help new firms get set up quickly, ensuring your firm is configured correctly and ready to use.

Before starting the onboarding process, you’ll first need to complete the initial account setup steps, including:

You can sign up to LawY here if you haven't already: https://home.lawy.ai/signup

Once these steps are completed, you’ll be taken to the Welcome to LawY onboarding screen where the guided setup process begins.

From here, click Continue to begin onboarding.

Before diving into setup steps, it helps to understand the layout of the onboarding experience:

These elements stay consistent throughout onboarding to help you easily keep track of your progress.

You can choose from the following options:

After clicking Connect, a pop-up window will appear from your selected provider (OneDrive, Dropbox, or Google Drive).

You can select Continue to proceed (if not already logged in) or Cancel.

Once you click Connect to begin, you will be redirected to a new window to complete the sign-in and authorisation process. Each provider handles authentication independently, which may include steps such as:

Once the connection is successfully completed, you will be returned to LawY. From here, click Next to continue to the next step in the onboarding process.

If you need a step-by-step walkthrough for a specific storage provider, you can refer to the guides below:

Connect your email account to LawY to enable email-related features, including saving emails directly to your connected storage and linking emails to Matters.

You can currently connect Outlook

Once your email is connected, LawY can begin supporting email-related automation features based on your firm settings. This will include saving matter-related emails to your connected storage

This step is optional. If you’re not ready to connect your email yet, you can click Skip and continue with the onboarding process.

This step allows you to invite team members into your firm so they can collaborate within LawY. Key information about licensing and billing is displayed in the onboarding screen (see screenshot below).

To invite staff:

The user will then appear in a list below where you can:

Once you’re ready, click Send Invite(s) to send invitations to all listed users at once.

Each user will receive an email invitation to join your firm.

This step is optional. If you’re not ready to invite staff yet, you can click Skip and continue with the onboarding process.

Protect your firm by enabling Multi-Factor Authentication (MFA). Refer to the screenshot below for the full explanation of MFA and how it applies to your firm.

If your firm has multiple users, you can enable MFA at a firm level using the toggle provided. This ensures additional security across all applicable accounts.

You can also enable MFA for your individual login to further protect your account.

Click Setup to begin.

After clicking Setup, a separate window will open.

This is where you choose an authentication method. Available options include:

Each option will guide you through the authentication process within that window. The setup flow is managed in the authentication window and may vary slightly depending on the method you choose.

This step is optional. If you’re not ready to setup MFA yet, you can click Skip and continue with the onboarding process.

As the final step of onboarding, you’ll be asked to select your first Matter folder (just one for onboarding). This helps LawY understand how your data is structured and begins setting up your workspace.

You will see your connected storage structure, including:

Select the folder you would like to use as your first Matter. Example folders may include:

Once you select a folder, LawY will automatically check whether it looks like a Matter folder. If the selected folder does not appear to be a Matter, you may see a confirmation message such as:

If the selected folder contains other subfolders, LawY may treat it as a parent Matter folder. Any subfolders inside it will continue to be evaluated and organised as potential Matters over time.

After onboarding is completed, LawY may identify additional potential Matters in your storage. You may see a prompt suggesting additional folders to import.

Once you select your first Matter, click Next to complete onboarding and LawY will begin processing and organising your documents in the background.

Once you complete onboarding, you’ll land on the final screen. Click Let’s go to start using LawY and begin chatting with your Matter documents.

Your setup is now complete! To begin, simply open a Matter and start asking questions in the LawY Chat interface.

No additional setup is required. Your documents are already being processed in the background and will continue to become available as ingestion completes.