The One Legal
The One Legal is a legal operations platform built for MSPs. It connects your organization with licensed attorneys who provide ongoing legal coverage — matter management, contract reviews, policy drafting, and compliance tracking — all integrated into The One Stack.
Who Uses It
| Role | How They Use Legal |
|---|---|
| MSP Owner | Assign policies to clients, monitor compliance, track open matters, manage retainers |
| Technician | Submit contract reviews, request custom legal work, view assigned client policies |
| Attorney (Partner) | Claim matters, draft and review contracts, log hours against retainers, generate AI-assisted policies |
| End Client | Review and e-sign legal policies, view assigned documents in TheOnePortal |
Key Capabilities
- Matter management — Track legal matters by type (contract dispute, compliance, incident), assign to attorneys, log hours, and monitor resolution
- Contract reviews — Submit contracts to your retained attorney for review with urgency levels and completion notes
- Policy template library — Browse and customize 15+ legal document templates (MSA, SLA, DPA, AUP, NDA, and more)
- AI-assisted policy generation — Describe your MSP's service scope and AI drafts a custom policy for attorney review
- Client policy assignment — Assign policies to specific clients with version control, acknowledgement tracking, and exception management
- E-signature workflow — Send policies for client signature; clients sign in TheOnePortal with full audit trail
- Document vault — Encrypted document storage with attorney-client privilege protection (DEKs in Azure Key Vault)
- Retainer management — Track billable hours against monthly retainers with automatic monthly payouts to attorneys
- Compliance tracking — Monitor which clients have signed which policies, track expiring policies, and generate compliance reports
- Encrypted conversations — AES-256-GCM encrypted messaging by matter with real-time delivery
How It Fits in The One Stack
The One Legal is the compliance and legal layer for your MSP operations. Policies you publish flow to clients in TheOnePortal, matters link to PSA tickets, and employment agreements attach to People records.
| Integration | What It Does |
|---|---|
| Hub | SSO authentication, organization context |
| PSA | Matter creation from tickets, review submissions |
| CRM | Auto-attach policies to company records, query compliance status |
| People | Attach employment agreements and NDAs to HR records |
| Security | Legal hold placement, compliance status sync |
| TheOnePortal | Client policy acknowledgement and e-signature |
Prerequisites
- An active The One Stack organization with Hub access
- An attorney assigned to your account (contact support to onboard your attorney partner)
- Client organizations already set up in CRM for policy assignment
Next Steps
- Getting Started — Configure Legal and run your first policy workflow
- Template Library — Browse and customize pre-built legal document templates
- Client Assignment — Assign policies to your client organizations
- Matter Management — Track and resolve client legal matters