Getting Started

Overview

If you’re new to OneLaw, the articles and videos below introduce the most common tasks used when working with Parties, Matters, billing, and email.

Learn the basics

Learn how to navigate the OneLaw interface.

• Initial navigation

Create Parties and Matters

Learn how to create Parties, complete AML data entry, and open Matters.

• Creating a new Client
• AML data entry
• Creating a new Matter

Work with documents

Learn how to search for, import, export, and manage documents using the OneLaw Documents ribbon.

• OneLaw Document Ribbon

Record work and expenses

Learn how to record time and expenses against a Matter in OneLaw.

• Time Recording
• Find Time
• Posting an Expense

Billing

Learn how to create a single bill in OneLaw from recorded time and expenses.

• Creating a Single Bill

Financial transactions

Learn how to manage trust or office account transactions associated with a Matter.

• Transaction requisitions

Document Assembly

Learn how to generate documents in OneLaw using precedents, InfoSheets, and built-in Word tools.

• Document Assembly Overview for General Users

Email management

Learn how to create and manage Outlook emails in OneLaw, including saving them to the correct Party and Matter (Outlook Classic)

• Create a New Email
• Managing Emails in Outlook (Classic)

Get help and find articles 

Watch how to access the OneLaw Help Centre and find help articles and videos when you need them.

• Help Centre Overview Video