Set Up Legal Twin in Advoware

Before you start setting up Legal Twin, please first set up the Advoware Connector.

To set up the Advoware Connector, you need to access the web interface of the Advoware Manager. This is accessible via the Advoware Server.

To check if you are on the correct computer or server, open Windows Services and look for the entry “advoware Manager.” You can open Windows Services using the Windows search. Click the Windows Start button and type “Services” in the search bar.

Next, you can open the Advoware Manager in any web browser, such as Microsoft Edge or Mozilla Firefox, by going to http://localhost:8300.

To set up a connector, you first need a user account. Click the “Sign In” button. You will then be redirected to another page. There, next to the “Sign In” button, you’ll find the additional option “Register.”

You can now set a username and password. Then click the “Register” button. After that, you can log in with your newly created user credentials by clicking the “Sign In” button.

Please make a note of your login credentials!

After logging in, the “Connectors > New Connector” button will be available. Click it and then select the “New Connector” menu item.

From here, you’ll need to fill out a few fields.

The law firm name matches the law firm ID. You can find this in the Onboarding email under the “Onboarding Information” section.

Since no password is initially set when the law firm ID is created, you’ll need to reset it once.

To do this, go to the following website: Forgot password

Enter the email address, which you can also find in the Onboarding email under the section “Email address of the STP Cloud Admin.”

Then click the “Submit” button.

You will then receive an email with a link to set a new password. Open this link to go to the appropriate page, where you can set a new password.

Return to the connector setup and enter the password you just set in the “Password” field.

Under “Allowed file types for upload,” select all available file types.

In the email settings, enter either your own name or the law firm’s name as the sender name.

Also add the appropriate sender address. The “BCC” field can be left blank.

In the “Data pools” section, you need to select your Advoware database.

Click the “Add” button and then select the appropriate Advoware database from the list.

In most cases, it’s called “Advoware.” You can find the exact name of your database in the regular Advoware login window.

In our example, the database is called “SHOWCASE10.”

To save your entries, please click the “Update” button.

In the next step, you’ll configure the “Path substitutions.”

The required entries may vary depending on your system environment.

In our example, a network drive with the letter W: is mapped on the workstations. This points to the folder where the files are stored. However, the actual location of this folder is on the server.

Example: On the workstation, the network drive W: is mapped.

The network drive mapped on the workstation is a shared folder that actually resides on the server.

On the Advoware server, this folder is located on drive D: in our example.

You need to set up this mapping in the “Path substitutions” section:

Path on the workstation: W:
Path on the server: D:
 

Depending on your system configuration, a different drive letter may be used for the network drive, such as Q: or A:. The corresponding path on the server may also differ.

To determine the correct paths, you can open “Computer Management” on the server.

In “Computer Management,” navigate to the following path:

Computer Management → System → Shared Folders → Shares

There you can look for the relevant share.

After you have determined and entered the required values, click the “Update” button again to save the changes.

You can leave the other connector settings as they are.

To create the connector, click the “Save” button at the bottom of the page.

After successfully creating it, the connector still needs to be started. To do this, click the “Start” button at the top of the page.

By clicking the Advoware logo (AW) at the top left, you’ll return to the Advoware Manager home page.

You should now see the connector you created with two green status indicators.

Once the Advoware Connector has been successfully set up, you can connect it to Legal Twin.

To do this, go to Advoware: File Management → Files → Legal Twin Case Knowledge

The following page should open:

Enter the email address from the Onboarding email and the password you set during registration.

This refers to the following email:

If you haven’t set a password yet, you can do so using the link at the top of the email.

Please note: If more than 24 hours have passed since you received the email, the top link is no longer valid. In this case, use the bottom link to request a new email.

Or use this link: Manually reset password

Enter the email address to which the original email was sent.

After you have successfully logged in, the next step is to connect the Advoware database with Legal Twin. To do this, go to “Settings” in Legal Twin.

Scroll down to the “Data Connections” section and click the “+ Connect” button.

A new window will open where you need to enter the required information.

First, select “Advoware” as the system.

Then fill in the displayed fields with the required information.

You can find the law firm ID in the welcome email. This is the same law firm ID that was already used when setting up the connector.

When entering the database name, make sure to enter it in ALL CAPS.

You can find the exact name of the database in the Advoware login window:

Alternatively, you can see the database name at the top left in the Advoware title bar.

Enter the Advoware user abbreviation and the corresponding password for Advoware online services in the “Username” and “Password” fields.

You can view or set these details in the employee settings.

To do this, go to “Basic Settings” in Advoware.

In the basic settings, go to: Law Firm Organization → Employees. There you’ll see a list of all user accounts and can view each user abbreviation directly.

Double-click the user to open their settings.

Here, you can set a password for Advoware online services and view the corresponding Advoware user abbreviation again. If no password for Advoware online services has been set yet, you can do so here.

The password cannot be viewed later. Be sure to write it down and keep it safe.

Please note that this password is also used for other Advoware modules, such as Advoware Mobile and the Advoware smartphone calendar. Changing the password may require you to set up these modules again.

After you have set a password, enter the corresponding login details in the Legal Twin connection window.

Then click “Add.” If all the information is correct, you’ll be redirected to a new page.

There, you’ll grant Legal Twin the necessary permissions to access file and user information.

Once you’ve granted the required permissions, you’ll automatically be taken to the file currently open in Advoware.

You can now also log in to the Legal Twin chat. You’ll find it in the taskbar.

If the taskbar isn’t visible, you can enable it in Advoware via the following menu path: View → Taskbar

Log in here using the same email address and password you used when setting up Legal Twin.

That’s it—Legal Twin is now set up.

Please note that the configuration must be done separately for each workstation. If you log in with your user account on another computer, you’ll need to set it up again there. The same applies to every other user.

Change connections

You can return to the settings at any time to add or remove systems.

Need help?

If you need further assistance, please contact us via “New Request” at the top right of this page. Our team will get back to you promptly.