Skip the storage step
When you reach Connect your storage solution in the quick-start guide, you'll see OneDrive or SharePoint. Dropbox and Google Drive as options.
To use LawY's storage instead, look under "Don't use any of these?" at the bottom of the screen and select "Skip".
Confirm you want to use LawY storage
A short LawY's storage dialog will appear. It confirms three things:
It applies to your whole firm LawY storage is a firm-wide setting, not a per-users one.
You can connect a drive later. Once you're set up, you can connect OneDrive, Sharepoint, Dropbox or Google Drive at any time from your settings.
Your matters and documents are store in LawY. They stay in LawY storage until you chose to remove them.
Select use storage to continue.
Please note: If your firm later disconnects from LawY, all matters and documents stored in LawY storage will be permanently deleted. Make sure LawY storage is the right choice for your firm before continuing.
(If you want to move to your own provider later, connect it from the settings rather than disconnecting see step 6)
Finish the rest of the quick-start (Optional)
Once storage is sorted, the remaining quick start steps are optional. You can select skip on any of them and come back later.
Connect your email: Lets you save emails directly to your LawY storage.
Invite staff & collaborate: Each staff member you invite receives a license and staff permissions, billed per licence per month (the current price is shown on this screen) and pro-rated for the rest of your billing period.
Secure your firm: Turn on Multi-factor Authentication (MFA) for all firm accounts, and set up MFA for your own login.
Set up your first matter
Enter a Matter name
Chose a Matter name
Optionally open More options, and add files if you'd like to bring in a document
Select Create matter
Start working
You are now set up! Click Let's go and choose your matter to start using LawY.
Inside a matter you can:
Drag a document into the chat (or click the attach icon and choose a file from your device) to scope the conversation to that document.
Ask a research question with no document at all. Research is available based on the matter's type and region
Your matters and files created this way appear in your matter list under LawY storage.
Connecting a drive later
Your not locked in, you can connect Onedrive, Sharepoint, Dropbox or Google Drive at any time from your settings. You don't have to make that decision during setting up.
LawY storage is firm-wide. The choice applies across your firm, not just your own login.
Your data persists in LawY storage until you remove it. Disconnecting your firm from LawY permanently deletes stored matters and documents
A document that already exists in a connected drive is a recognised and reused rather than re-uploaded or re-processed, if you