Product tour

How LegalITM works

A scrollable walkthrough of a real matter—from upload to redlines— shown from both the business and attorney sides, including messaging. These screens are static demos of the product, not a live sandbox.

At a glance

One matter, two seats at the table

Acme Systems uploads a SaaS MSA. LegalITM matches licensed counsel. Both parties collaborate in a secure vault until the business is ready to sign.

  1. 1 Business uploads a contract and requests a match with counsel
  2. 2 Verified attorney claims the open matter (first come, first served)
  3. 3 Counsel sends a letter of engagement; business accepts to proceed
  4. 4 Both sides message, exchange redlines, and close the matter
Business

Business journey

Follow Maya, ops lead at Acme Systems, as she gets a vendor MSA reviewed before the quarter closes.

Step 1 · Business

Create a business account

Maya registers with her work email. No lengthy onboarding— she can upload a contract as soon as the account is ready.

  • Email is the sign-in identity
  • Company name and notification prefs can be set later
  • Flat-fee pricing is clear before any engagement

Step 2 · Business

Upload and match with an attorney

From the Matter Dashboard, Maya drops the SaaS MSA into the vault, adds a short synopsis for counsel, and clicks Match with an attorney.

  • PDF, Word, RTF, or ODT
  • Title optional—file name is used if blank
  • Synopsis is shown to attorneys browsing open matters

Step 3 · Business

Matter appears in the vault

Status moves to Awaiting attorney assignment. LegalITM notifies qualifying attorneys. Maya can track status and waiting party from the vault.

  • Every version and message stays on this matter
  • No hourly clock starts until engagement is accepted

Step 4 · Business

Accept (sign) the letter of engagement

After a verified attorney claims the matter and submits engagement terms, Maya is notified. She reviews LegalITM platform terms, counsel’s engagement language, and any matter-specific addendum—then accepts to authorize the review.

  • Review does not start until engagement is accepted
  • In-app notification and matter status show “awaiting engagement”
Attorney

Attorney journey

Follow Alex Byrne, a commercial contracts attorney, from verification through reviewing Acme’s MSA.

Step 1 · Attorney

Apply and submit verification

Alex creates an attorney account, then completes intake: bar number, jurisdiction, practice areas, bar card, government ID, and attestations.

  • Matters are not offered until staff approve
  • Verification is never automatic

Step 2 · Staff

LegalITM staff approve manually

A staff member reviews credentials on the Staff dashboard and approves, rejects, or requests more information. Only after approval does Alex see a Verified badge and the Matter Dashboard.

Step 3 · Attorney

Browse available matters (first come, first served)

Alex’s dashboard shows an Available matters count. Opening the list reveals unassigned matters with the client’s synopsis. She drills in, reads the documents, then claims the matter before anyone else does.

  • Only verified attorneys see open matters
  • Claim is exclusive—no multi-attorney queue

Step 4 · Attorney

Claim, then send the letter of engagement

After claiming, Alex completes the LOE: LegalITM platform terms (fixed), her boilerplate from preferences (editable), and optional matter-specific notes. Submitting notifies Maya to sign before review proceeds.

Step 5 · Attorney

Review documents and prepare deliverables

Once Maya accepts engagement, Alex downloads the original, prepares a redline and plain-English summary, and posts guidance—including negotiation priorities.

  • Document history keeps original + redline versions
  • Status and “waiting on” stay visible to both sides
Both sides

Messaging back and forth

Matter threads keep questions tied to the contract. The message center surfaces items that need a response, and LegalITM support is available for technical help.

Step 1 · Messaging

Client asks about a key term

Maya reviews the redline and replies on the matter thread with a question about the liability cap. That message is marked as needing counsel’s response.

Step 2 · Messaging

Counsel answers and requests a decision

Alex sees the envelope badge on the dashboard, opens the matter, and replies with practical advice. The open item for counsel clears; Maya is now waiting to confirm negotiation direction.

Step 3 · Messaging

Message center for actions & support

The shared message center lists matters that need a response and offers a channel to LegalITM staff for technical help—plus phone/text: (801) 361-5265 (call 9–5, text 24/7).

Outcome

Close the loop

When review is complete, Maya downloads the final redline and signs with open eyes. Alex’s fee moves to awaiting payout on the counsel dashboard.

Customer support

We’re here when you need us

Whether you’re a business user or counsel, LegalITM staff can help with technical questions, account access, verification status, and platform issues.

LegalITM messaging

Use the in-app Message center to write LegalITM staff anytime. Threads stay in your account so you have a written record of every reply.

Best for non-urgent technical help and account questions.

Open message center

Voice

Call us at (801) 361-5265 to speak with LegalITM support during business hours.

Call hours: Monday–Friday, 9:00 a.m.–5:00 p.m. (local time)

Text

Text (801) 361-5265 for urgent platform issues when you can’t reach us by phone or wait for a message-center reply.

Text hours: 24/7 for urgent technical issues

Availability schedule

  • In-app messaging — available anytime; staff typically reply during business hours
  • Phone (voice) — Mon–Fri, 9:00 a.m.–5:00 p.m. local time
  • Text / SMS — 24 hours a day, 7 days a week for urgent technical help

LegalITM customer support is for the platform itself (login, uploads, verification, billing questions). Legal advice on your contracts always comes from your assigned licensed attorney.

Ready to try it for real?

Create a business account to upload a contract, or apply as counsel to join the network.