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Getting Started with The One Legal

This guide walks you through your first Legal session — from accessing the platform to assigning your first policy to a client.

  1. Sign in to your Hub at app.theonestack.com
  2. Open the Hub Bar (top navigation) and click Legal
  3. You will be redirected to the Legal partner portal at legal.theonestack.com
  4. On first access, Hub performs an SSO handoff — your Hub session is exchanged for a Legal session automatically
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If you are an attorney partner (not an MSP user), you log in directly at legal.theonestack.com with your email, password, and TOTP MFA code. MFA is mandatory for all attorney accounts.

Initial Setup Checklist​

Work through this list before assigning policies or opening matters:

  • Attorney onboarded — Your attorney partner has accepted their invite and completed MFA setup
  • Retainer created — At least one active retainer is set up with hourly rate and included-hours terms
  • Review your template library — Browse default templates and publish the ones relevant to your MSP practice
  • Customize your MSA — Edit the Master Services Agreement template with your company name, liability caps, and service scope
  • Import client organizations — Verify your CRM clients are visible under Client Policies
  • Send your first policy — Assign your MSA to at least one client to verify the e-signature workflow

Key Concepts​

TermDefinition
PartnerA licensed attorney who operates within The One Legal platform on your behalf
MatterA legal issue or project assigned to a partner — a contract dispute, compliance inquiry, or incident
Policy TemplateA reusable legal document (e.g., MSA, AUP) that can be deployed to clients
Client PolicyA specific instance of a policy template assigned to a client organization
AcknowledgementA client's electronic signature on a policy — includes scroll-to-end confirmation, typed name, and IP capture
RetainerA monthly billing arrangement specifying included hours and overage rate
ReviewA contract submitted for attorney review with urgency level and notes
VaultThe attorney-client privilege vault — encrypted document storage where keys are held exclusively in Azure Key Vault
Matter TypeOne of: contract_dispute, compliance, incident, or general

First Policy Assignment — Step by Step​

This walkthrough assigns your Master Services Agreement to a client.

Step 1: Find or create the MSA template​

  1. Click Policies in the left sidebar
  2. Click Template Library
  3. Search for "Master Services Agreement" in the search bar
  4. Click the template to preview it
  5. If it needs edits: click Edit Template, modify the sections and variables, then click Publish (this creates a new version)

Step 2: Open the Policy Creation Wizard​

  1. From the Template Library, click Deploy to Client on the MSA template
  2. The Policy Creation Wizard opens

Step 3: Select the client organization​

  1. In the wizard, choose the Client Organization from the dropdown — this pulls from your CRM
  2. Verify the client name and organization ID are correct
  3. Click Next

Step 4: Fill in variable values​

Policy templates contain variables (e.g., {{client_name}}, {{service_tier}}, {{effective_date}}).

  1. The wizard presents each variable with an input field
  2. Fill in the client-specific values
  3. Review the rendered preview on the right side
  4. Click Next

Step 5: Configure acknowledgement requirements​

  1. Choose whether acknowledgement is required or optional
  2. Set an expiration date if the policy requires periodic re-signing (e.g., annual AUP)
  3. Select the client contacts who must sign (from your CRM contact list)
  4. Click Next

Step 6: Internal review​

  1. The policy enters Internal Review status — your attorney partner can review it before it goes to the client
  2. If no attorney review is needed, click Skip to Client Review
  3. Your attorney clicks Approve for Client when satisfied

Step 7: Send for client signature​

  1. Once the policy is in Client Review status, it appears in TheOnePortal for the assigned contacts
  2. Contacts see a notification and can sign directly in the portal
  3. You receive a notification when all required contacts have signed

Step 8: Confirm completion​

  1. Return to Policies → Client Policies
  2. Find the policy — status should show Published with all acknowledgements complete
  3. The signed document is now stored in the Document Vault
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You can export a CSV of all acknowledgements at any time from the Client Policy detail page. This is useful for compliance audits.