Legora

This page collects all the current articles for the Legora Portal into one convenient place.

[Beta] Portal support pages

This page gives a high-level overview of the Legora Portal, including what it is, key settings and options, and the main limits and current constraints.

[Beta] Legora Portal: Overview

This article helps firm admins and Portal managers set up a new client Portal and complete the basic configuration so the Portal is ready for inviting people and sharing resources.

[Beta] How to set up a Portal for a client

Use this guide to invite internal members and external client users to a Portal, then share specific resources with the right external users.

[Beta] How to invite clients and share resources in Portals

Use this page to troubleshoot cases where an external client cannot access a Portal or cannot see a specific shared item. It explains the common causes of Portal’s item‑specific permissions…

[Beta] Why a client can’t see a shared file, workflow, or database in Portal

Use this page to quickly answer common questions about Legora Portal, including guest access, what you can share, Assistant limitations, workflow visibility, and how sharing and permissions work.

[Beta] Legora Portal: FAQs

Use this page to troubleshoot common issues external client users may run into when accessing and using the Legora Portal. Each section explains what the error usually means, why it…

[Beta] Legora Portal: Troubleshooting

This admin guide explains how to set up and govern Legora Portal for your organization, including access control, guest authentication, and recommended rollout practices.

[Beta] Legora Portal: Admin guide

This page is a client guide to using Portal when working with your firm. It explains what you can do in Portal, how access and security work, what is and…

[Beta] Working with your firm in Portal (Client guide)

Everything you need to know to securely share and collaborate with your clients

Portal

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