Resources · How To

Get more out of LawpalAI

Step-by-step guides for every part of the platform — drafting, research, document review, legal reasoning, billing, and running a firm account.

25 guides across 9 categories

Getting Started

Create your account and get oriented in the chat interface.

Create your account

Sign up and get into your first chat in under a minute.

2 min
  1. 1

    Click Get Started or Sign In

    You'll find either button on any page of lawpalai.com, including this one.

  2. 2

    Choose how to sign up

    Use your email and a password, or continue instantly with Google — no separate password to create.

  3. 3

    Verify your email if prompted

    Then you land on your dashboard, with Counsel (chat) and Chambers (practice management) both one click away.

Signed up with Google? Use that same provider's button to sign in later — there's no separate LawpalAI password to reset.

Create your account

A tour of the chat interface

One interface handles drafting, research, review, and consultation.

3 min
  1. 1

    Your task history lives in the sidebar

    Every past conversation is saved and organized by when you last worked on it.

  2. 2

    Start fresh with New Task

    Click it any time to open a new conversation without losing your existing ones.

  3. 3

    The composer does everything

    Type an instruction, ask a question, or attach a document — the same box routes to drafting, research, review, or consultation based on what you ask.

  4. 4

    Your account menu is top-right

    It shows your plan, remaining credits, and quick links to settings and support.

Every AI response has a thumbs up / thumbs down control — using it helps shape how LawpalAI improves.

Open the chat

Understand credits and plans

How usage is measured, and what happens when you're running low.

2 min
  1. 1

    Everything runs on credits

    Chat messages, drafts, research, document reviews, and consultations each draw from your monthly credit allocation — including requests made through the Word, Gmail, or Zoho add-ins.

  2. 2

    Legal Explorer is free

    It includes 200 credits a month and resets automatically each cycle — no card required to start.

  3. 3

    Cost scales with the task

    There's no fixed price per message — a quick question uses fewer credits than a long, complex draft or research query, since credits reflect the actual work behind each response.

  4. 4

    Paid plans unlock more

    Associate and Partner raise your monthly allocation for individual use; Firm extends that to a whole team, priced per seat, with each member getting their own allocation.

  5. 5

    Unused credits partly carry over

    Up to 25% of a cycle's allowance rolls into your next cycle as long as you stay on a paid plan — cancelling or lapsing to free forfeits it.

  6. 6

    Buy more if you run out

    On a paid plan, you can purchase a one-time top-up instead of waiting for renewal — priced a bit above your plan's included rate, and usable even if you later downgrade.

  7. 7

    Track usage anytime

    Head to Profile → Subscription & Billing to see exactly how many credits you have left and when they renew.

You'll see a low-credit warning on your subscription page before you actually run out — no surprises mid-task.

Compare plans

Document Review

Upload anything your practice produces. Get risks flagged in seconds.

Upload a document for review

Contracts, pleadings, and correspondence — PDF or Word.

2 min
  1. 1

    Attach your file

    Use the attach option in the chat composer — PDF and Word documents up to 20MB are supported.

  2. 2

    Say what you want checked

    A general risk scan, or something specific like "check the termination clause."

  3. 3

    Get a structured summary

    LawpalAI reads every clause and returns its findings within seconds.

Review a document

Understand the risk flags

Every clause gets a verdict — here's what each one means.

2 min
  1. 1

    High Risk

    Clauses that are unenforceable as drafted, or expose you to material loss.

  2. 2

    Needs Review

    Ambiguous or incomplete terms worth tightening before signing or filing.

  3. 3

    Compliant

    Clauses confirmed to hold up as drafted — no action required.

  4. 4

    Ask why

    Ask "why is this flagged" on any clause for a plain-language explanation.

See what LawpalAI checks for

Managing Your Account

Chat history, subscription, billing, and account settings.

Manage your chat history

Rename, resume, or delete past conversations.

1 min
  1. 1

    Every chat is saved automatically

    It appears in your sidebar, organized by when you last worked on it.

  2. 2

    Resume anytime

    Open a past conversation to continue exactly where you left off, drafts and research included.

  3. 3

    Rename or delete

    Use a chat's options menu — deleting removes its contents permanently, so export anything important first.

Go to chat

Manage your subscription and billing

Upgrade, downgrade, or review past payments.

2 min
  1. 1

    Open Subscription & Billing

    From Profile → Subscription & Billing, see your current plan, credit usage, and renewal date at a glance.

  2. 2

    Change plans anytime

    Upgrade or switch plans directly from the same page — changes apply immediately.

  3. 3

    Review billing history

    Every past payment is listed under the Billing History tab, with receipts where available.

  4. 4

    Cancelling takes effect immediately

    There's no deferred end-of-period access — confirming cancellation moves you to the free Legal Explorer plan right away, so only cancel once you're sure.

View your subscription

Update your account and security settings

Profile details, password, and notification preferences.

1 min
  1. 1

    Update your profile

    Change your name, email, or profile photo from Profile → Account Settings.

  2. 2

    Manage security

    Update your password from Profile → Security. New passwords need at least 8 characters with uppercase, lowercase, a number, and a special character.

  3. 3

    Choose your notifications

    Turn push notifications on or off, and pick which categories (ticket replies, feedback updates, announcements) you want to hear about, from Profile → Settings.

Go to settings

For Law Firms

Create a firm account, bring your team on board, and manage seats.

Create your firm

Self-serve — no sales call, no approval to wait on.

2 min
  1. 1

    Go to Settings

    Any existing LawpalAI account can do this — find 'Create a Firm' in Settings.

  2. 2

    Choose a name, seat count, and billing cycle

    Pricing scales per seat, monthly or annual, shown live as you adjust the seat count.

  3. 3

    Pay and you're the admin

    Once payment goes through, your firm exists immediately and you're its admin — ready to invite your team.

You can leave a firm later and return to your personal workspace at any time from account settings.

Create your firm

Invite your team

Add colleagues under your firm's shared account.

1 min
  1. 1

    Go to Team Management

    From Settings, find the Team Management section (visible once you're a firm admin).

  2. 2

    Invite by email

    Assign a role — admin, member, or viewer — as you invite each colleague. Each invited member gets their own login while working under the shared firm.

  3. 3

    Manage access

    Adjust anyone's role and permissions from the same screen at any time.

Manage your team

Add more seats

Grow your team without recreating or migrating anything.

1 min
  1. 1

    Go to Team Management

    Same place you invite colleagues — find 'Add Seats' there.

  2. 2

    Choose how many seats to add

    You'll see the price before confirming — seats 11 and above are automatically discounted 15%.

  3. 3

    Pay and your limit updates immediately

    No downtime, and your existing team's own credit allocations are untouched.

Add seats

Buy a shared reserve

An optional buffer the whole firm can draw from automatically.

1 min
  1. 1

    Go to Team Management

    Find 'Buy Reserve' there, next to Add Seats.

  2. 2

    Choose how many credits to add

    This tops up a firm-wide balance, separate from anyone's personal allocation.

  3. 3

    It's used automatically

    Once a member's own credits run out mid-cycle, the reserve covers the overflow — no manual setup needed.

Reserve credits are priced a bit higher than what's included in your plan — if your team uses the reserve often, adding permanent seats usually works out cheaper.

Buy a reserve

Refer another firm

A free seat for every firm that signs up through your link.

1 min
  1. 1

    Go to Settings

    Find your referral link in the Team Management section.

  2. 2

    Share it

    Anyone who creates a firm through your link and completes their first payment counts as a referral.

  3. 3

    Get a free seat

    Your firm's seat limit goes up by one, permanently, with nothing further to do.

Find your referral link

Chambers (Practice Management)

Matters, hearings, billing, and reports — solo or as a firm.

Open your first matter

Set up a case file with client, court, and billing details.

3 min
  1. 1

    Open Chambers from your dashboard

    No firm required — a solo workspace is created for you automatically the first time you arrive.

  2. 2

    Go to Matters and click New Matter

    Choose or add a client, then fill in the case title and practice area.

  3. 3

    Add case details

    Court, suit number, opposing counsel, and other litigation details are optional but worth filling in as you learn them.

You're automatically staffed as lead on any matter you open — add colleagues later from the matter's Staffing section.

Open Chambers

Log what happened after a hearing

Keep a running record of every hearing on a matter.

2 min
  1. 1

    Open the matter and go to its Docket tab

    Every past hearing and what happened at it lives here, newest first.

  2. 2

    Add an entry

    Record what happened, any next steps, and the next hearing date if one was set.

  3. 3

    The next hearing date syncs automatically

    It's added to your Diary right away, and flagged if it clashes with something else on your calendar.

If a hearing date passes with nothing logged, Chambers flags the matter as needing an update — on the matter itself and on your dashboard.

View your matters

Use the Diary

One shared calendar for hearings, meetings, and deadlines.

2 min
  1. 1

    Switch between Year, Month, and Agenda views

    Zoom out for the whole year or drill into a single day.

  2. 2

    Add an entry directly

    Not every event comes from a matter — meetings and deadlines can be added straight into the Diary.

  3. 3

    Watch for clash warnings

    Scheduling two things for the same lawyer on the same day is flagged before you confirm.

Open the Diary

Generate a report

An AI-written summary or a plain data table, on demand.

2 min
  1. 1

    Go to Reports

    Choose a single matter or your whole practice as the scope.

  2. 2

    Pick a period

    Weekly, monthly, quarterly, or yearly.

  3. 3

    Choose narrative or tabular

    An AI-written summary reads like a status update; a table is better for a quick data scan.

  4. 4

    Download as PDF

    The download matches exactly what you previewed on screen.

Open Reports

Getting Help & Feedback

Ask a question, report a problem, or shape what gets built next.

Get an instant answer from Support

Start with the AI chat assistant before waiting on a human reply.

1 min
  1. 1

    Open Support

    Find it under Resources in the top navigation, in the help menu next to your profile icon in chat, or via the floating chat-bubble launcher.

  2. 2

    Ask your question

    The AI assistant is trained on everything about LawpalAI — your account, plans and billing, drafting, research, review, and common troubleshooting — and answers from that directly.

  3. 3

    Not resolved? Escalate to email

    If the AI can't sort it out, use 'Email us' on the same page — your chat transcript comes with it, so you don't have to re-explain anything.

You can also check My Tickets on the Support page to see the status of anything you've escalated by email.

Get support

Suggest a feature or vote on an idea

A public board for shaping what LawpalAI builds next.

1 min
  1. 1

    Open Feedback

    Find it in the same places as Support — Resources in the top navigation, or the chat help menu.

  2. 2

    Browse or search existing ideas

    Upvote anything you'd like to see prioritized instead of duplicating it.

  3. 3

    Post your own idea

    Describe what you'd like to see and why — you'll get notified as its status changes (under review, planned, in progress, shipped).

Open Feedback

Browse the FAQ

Quick answers on billing, security, and how features work.

1 min
  1. 1

    Search or browse by category

    Most common questions about the product are already answered there.

Visit the FAQ

Still not sure where to start?

Jump straight into a chat and describe what you're trying to do — LawpalAI will guide you from there.