Setting Up Legal Twin in Advoware

Before you begin 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, which is available via the Advoware server.

To verify that you are on the correct computer or server, open Windows Services and look for the entry "advoware Manager". You can open Windows Services via the Windows search bar. Click the Windows Start button and type "Services" in the search field.

You can then access the Advoware Manager in any web browser, such as Microsoft Edge or Mozilla Firefox, at the address http://localhost:8300.

To set up a connector, you first need a user account. Click the "Sign In" button. You will be redirected to another page, where you will find an additional "Register" option next to the "Sign In" button.

You can now set a username and password. Click the "Register" button, and then sign in using the "Sign In" button with your newly created credentials.

Please make a note of your login credentials!

After signing in, you will have access to the "Connectors > New Connector" button. Click it and then select "New Connector" from the menu.

From here, you need to fill in several fields.

The firm name corresponds to the firm identifier, which you can find in your onboarding email under the "Onboarding Information" section.

Since no password is assigned when the firm identifier is initially created, you will need to reset it once.

To do so, visit the following page: Forgot Password

Enter the email address found in your onboarding email under the "STP Cloud Admin Email Address" section.

Then click the "Submit" button.

You will receive an email containing a link to set a new password. Open the link to go to the relevant page, where you can set your new password.

Return to the connector setup and enter the password you just created 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 name of your firm as the sender name.

Also enter 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 will be named "Advoware." You can find the exact name of your database in the standard Advoware login window.

In our example, the database is named "SHOWCASE10."

To save your entries, click the "Update" button.

In the next step, configure the "Path Substitutions."

The required entries may vary depending on your system environment.

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

Example: The network drive W: is mapped on the workstation.

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

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

You need to enter 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 server path 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 Tools → Shared Folders → Shares

There you can search for the relevant share.

Once you have identified and entered the required values, click "Update" again to save your changes.

The remaining connector settings can be left as they are.

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

After the connector has been successfully created, it still needs to be started. To do so, click the "Start" button at the top of the page.

Clicking the Advoware logo (AW) in the top left will take you back to the Advoware Manager home page.

The connector you created should now be displayed there with two green status indicators.

Once the Advoware Connector has been successfully set up, you can establish the connection with Legal Twin.

To do so, navigate in Advoware to: Case File Management → Case Files → Legal Twin Case Knowledge

The following page should open:

Enter the email address from the onboarding email along with the password you set during registration.

This refers to the following email:

If you have not yet set a password, 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 will no longer be valid. In that case, use the bottom link to request a new email.

Or use this link: Reset Password Manually

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

After successfully signing in, the next step is to connect the Advoware database to Legal Twin. To do so, navigate 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.

The firm identifier can be found in your welcome email. It is the same firm identifier that was used when setting up the connector.

When entering the database name, make sure to type it entirely in uppercase letters.

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

Alternatively, you can read the database name from the title bar in the top left of Advoware.

In the "Username" and "Password" fields, enter the Advoware user abbreviation and the corresponding password for the Advoware online services.

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

To do so, navigate to "Basic Settings" in Advoware.

In the Basic Settings, go to: Firm Organization → Employees. There you will find an overview of all user accounts and can view each user's abbreviation directly.

Double-click a user to open their settings.

There you can set a password for the Advoware online services and view the associated Advoware user abbreviation again. If no password for the Advoware online services has been set yet, you can create one here.

The password cannot be viewed after it has been set. Be sure to write it down and store it in a safe place.

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

After setting a password, enter the credentials in the Legal Twin connection window.

Then click "Add." If all the information is correct, you will be redirected to a new page.

There you grant Legal Twin the necessary permissions to access case file and user information.

After granting the required permissions, you will be automatically redirected to the case file currently open in Advoware.

You can now also sign in to the Legal Twin chat, which is located in the task bar.

If the task bar is not visible, you can enable it in Advoware via: View → Task Bar

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

Legal Twin is now fully set up.

Please note that the configuration must be completed separately on each workstation. If you log in to a different computer with your user account, the setup will need to be completed there as well. The same applies to every additional user.

Modifying 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" in the top right corner of this page. Our team will get back to you promptly.