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:

 
browser window screenshot showing adoor web app and login window to connect Legalito to adoor
 

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.

A browser screenshot of the adoor platform, connecting a property to the Legalito web app on adoor.co.uk

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.

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