Common Issues and FAQ

I cannot sign in.

Check your email and password, then try again. If your firm uses MFA, confirm the code is current. Ask an admin to verify your account is active.

My invitation link expired.

Ask a firm admin to send a new invitation. Use the newest link from your email.

I cannot see a case.

You may not be assigned to the case, or your role may not allow access. Ask an admin or supervising attorney to check permissions.

A task was assigned to the wrong person.

Open the task, change the assignee, and save. If you cannot edit it, ask the case owner or an admin.

A document upload failed.

Confirm the file type and size are allowed. Refresh the page and try again. If it still fails, contact support with the document type, size, and case number.

A signature request went to the wrong email.

Void or cancel the request if possible, correct the recipient email, and send a new signature request. Do not reuse an incorrect signing link.

An integration says attention or blocked.

Open Settings, then Integration Reliability. Reconnect the provider or ask an admin to update credentials.

AI credits are low.

Ask an admin to review usage and purchase more credits if needed. Avoid regenerating the same output repeatedly.

I see old data after a deployment.

Refresh the page. If that does not work, follow the stale-version and cache guide.

Where do I get help?

Use the in-app help area or contact your firm admin. Include the page URL, case number if relevant, what you expected, and what happened.