How do I log in to Legal Server for the first time?

Make sure you have everything ready before you start the first-time login process.

• An invitation email from your Legal Server administrator with a unique activation link. Check your spam folder if you don’t see it.
• Access to a secure, modern web browser (Chrome, Edge, Firefox, or Safari are all supported). Chrome and Edge give the most consistent experience.
• Your firm’s Legal Server login page URL (example: [your-firm].legalserver.com). This is often included in the activation email.
• A few minutes to complete your account setup and review your profile.

Activating your account creates your credentials and links you to your firm’s Legal Server environment. Follow these steps exactly:

1. Open the invitation email from Legal Server and click the Activate Your Account button or copy the full link into your browser.
2. On the activation page, enter a new password that meets the security guidelines shown (at least 8 characters, with a mix of letters, numbers, and symbols).
3. Re-enter the same password to confirm it, then click Set Password.
4. If required by your administrator, complete any additional identity verification (for example, a one-time code sent to your email or phone).
5. After the password is set, you’ll be redirected to the Legal Server login page for your organization.

Once your account is activated, you can sign in and finish setting up your profile.

1. Go to your firm’s Legal Server URL in your browser.
2. Enter your full work email address and the new password you just created.
3. Click Sign In.
4. If multi-factor authentication (MFA) is enforced, you’ll receive a prompt. Complete the MFA step using the method your administrator configured (authenticator app, SMS, or email code).
5. After successful authentication, Legal Server may ask you to review and update your profile – add your phone number, job title, or department as requested.
6. Read and accept the terms of use if presented, then you’ll land on your main dashboard.

Your Legal Server account is now ready to use. Any future logins will simply require your email, password, and MFA code if active.

If you encounter an error during your first-time login, the fix is usually quick.

• Activation link expired: Ask your administrator to resend the invitation. Links typically expire after 24 to 72 hours. Chatref’s AI agents can guide you to the right contact by pulling the resend procedure from your internal knowledge base.
• Password not working: Make sure you are using the password you set on the activation page, not your email password. If you’re still stuck, use the “Forgot password” link on the login page.
• Account locked after too many attempts: Wait 15 minutes and try again, or contact your administrator to unlock the account.
• MFA code not arriving: Check your spam/junk folder for email codes, or sync your authenticator app’s time settings if using an app. If problems persist, ask your admin to reset your MFA method.
• Wrong login URL: Confirm the address with your administrator; it’s specific to your firm. Attempting to log in at the generic Legal Server main site will not work.

If your organization uses a Chatref-powered assistant on its intranet or support portal, the agent can retrieve these exact Legal Server access instructions from your knowledge base in real time, delivering onboarding help without taking someone away from their work.

What are the Legal Server login requirements?
You need an active account created by your firm’s administrator, a valid activation link (or a permanent email/password after first setup), a modern web browser, and internet access. If multi-factor authentication is enforced, you’ll also need access to your enrolled second factor (authenticator app, SMS, or email).

How do I reset my Legal Server password?
Go to your firm’s Legal Server login page and click the Forgot password? link. Enter your registered email address, and you’ll receive a reset link. Follow the prompts to create a new password. If you don’t receive the email, check your spam folder or ask your administrator to trigger a password reset from the admin console.

Can I use Single Sign-On with Legal Server?
Yes, if your organization has configured SAML 2.0 single sign-on (SSO) for Legal Server. With SSO, you click the “Sign in with SSO” button on the login page and authenticate through your firm’s identity provider (like Azure AD or Okta). First-time users who are added to the SSO group skip the activation link and go straight to SSO login. Contact your administrator to know if SSO is active for your account.

What browsers work best with Legal Server?
Legal Server supports Google Chrome, Microsoft Edge, Mozilla Firefox, and Apple Safari. Chrome and Edge provide the most reliable experience for all features, including document viewing and MFA prompts. Keep your browser up to date to avoid display or security issues. Avoid Internet Explorer, as it is no longer supported.