Integrate LexShare

You can forego your application’s native document storage and integrate document storage with your LexShare account.

Important: The integration works with a single LexShare account, so be sure to choose an account accessible to everyone who requires access in your firm. 

Enable LexShare Integration

Enable the LexShare App

1. From the left navigation panel, click Setup.
2. At the bottom of the Setup left navigation, click Apps.
3. On the Apps screen, in the Documents Apps section, click the LexShare on/off slider.
   The slider switches to On.
   
   

You will be prompted for your LexShare API key, with instructions on where to retrieve it from.
Note:

• Users in US must use the API key from their US LexShare application
• Users in Canada must use the API key from their Canadian LexShare application
  

Retrieve Your LexShare API Key

1. 1. Log in to your LexShare account.
   2. From the bottom of the left navigation panel, click Firm Settings.
   3. From the tabs atop the Firm Settings screen, click Integrations.
   4. The screen will display your LexShare API key. If that field is blank, click on the Generate API Key button.
   5. To copy, use the Copy Key button
      

Complete the Integration

1. 1. Paste the copied API key into the prompt you received in your CosmoLex account.
   2. Click Continue. CosmoLex will create its native folder in your LexShare account.
   3. Click Back To CosmoLex to return to the CosmoLex application.

Verify Your Default Document App

Important: You can only choose one default document app. If you already have files uploaded to your native storage, you must download those files and can later re-upload them once the matter folders have been created for the LexShare integration.

1. 1. From the Dashboard left navigation panel, click Setup.
   2. From the Setup left navigation, click Firm Settings.
   3. From the tabs atop the Firm Settings screen, click Firm Preferences.
   4. Scroll down to the Document Settings section.
   5. From the Default Document App drop-down, click LexShare.
   6. In the upper right corner, click Save.
      LexShare is your firm’s default document app.

Learn how to securely share files and request eSignatures using your LexShare application