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Step 5: Open Outlook

  1. Reopen Microsoft Outlook. If you receive a pop-up requesting permission to install from unknown publisher, click Install.Install
  2. In the new Lawtrac Connect Setup Template (shown below), type your Team ID into the "Team ID" text field.
    Setup Template
  3. The URL should be pre-populated with your site.
    1. In the Team ID field, enter your personal Team ID from Step 2.
    2. Contact Lawtrac Support to obtain the Upload Path and the Web service URL.
    3. Save the settings.
    4. Click Close.
  4. Lawtrac Connect automatically loads into Outlook: "Lawtrac" is added to the menu bar and the bottom pane displays the Lawtrac Connect add-in.Lawtrac Tab in Outlook
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