Getting Started

Set Up & Registration

• Contact Us
• Quick Start Guide
• Registration & Set Up
• Notifications & Alerts
• How do I work with people outside my organization?

Navigating Lupl

• Sending & Accepting Matter Invites
• Creating & Managing Matters
• Where can I view my Tasks?
• How can I view Tasks by Matter rather than all of my tasks at once?

Workstreams

• How do I create Workstreams from Excel spreadsheet or Word table imports?
• Creating & Customizing Workstreams
• How do I import a Workstream?
• How do I export a Workstream?
• Who can import and export Workstreams?
• How do I link Documents and Tasks?

Documents

• Working with Documents
• How do I send a Document for comments?
• How do I send a Document for signature?
• How do I revoke access to a Document I sent for comments?

Matters

• Creating & Managing Key Dates in a Matter
• Matter Channel & Messaging
• Roles & Permissions
• How do I close a Matter and what happens afterwards?
• How do Matter Archives work?