Manage Enquiries with Legalito
Legalito Support
You can find user guides specific to using Legalito in the help & support option in the Legalito card on adoor or on their website directly here: https://app.legalito.co.uk/support/knowledge-base
Connecting Legalito
To connect to Legalito:
Head to app.legalito.co.uk and create your account
Come back to adoor and head to your Profile: https://app.adoor.co.uk/user/profile/
Open the Connected Services card and click on Connect for Legalito
After creating a property:
Head to the Property Details Page
Go to the Legalito tab on the left and then click Connect this Property to a Legalito Matter.
You can then either connect to an existing Legalito Matter, or create a new one using the bottom button.
Note: this is the same process whether you are connecting as Conveyancer sending or answering enquiries on the property.
Once you connect or create the matter you will see the Legalito window connected to the property.
Note: Depending on how long between using the Legalito card, you may be required to log back in, that’s totally normal and expected. Just sign in using your Legalito login details and then navigate back to the property you were looking to manage the enquiries of.