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Activate Document Review for the Rob Levine Legal Solutions (previously Records on Time) Integration

Updated over a week ago

A firm can activate document reviewer functionality and set assigned case roles to be reviewers on any documents that come in from Rob Levine Legal Solutions (previously Records on Time).

NOTE: You must have Firm Administrative or Account Setting permissions to activate or modify this integration.

  • Navigate to the Icon in the top right corner of your account.

  • Select Account Settings.

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  • Scroll to Integrations.

  • Locate Rob Levine Legal Solutions.

  • Select Manage.

  • A pop-up window will appear

  • Select Use Document Review and select the worker roles that should receive document review notifications from the Default Reviewers drop-down.

  • Click Save.

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