Knowledge Base

Help & support center

Everything you need to navigate Legal Pulse — from your first login to running a complete accounting cycle in LegalPulse Books. Written for professionals, not engineers.

Getting started

How do I sign in to my workspace?

Use the Organisation Login button in the top navbar. Each organization has its own secure, isolated workspace.

Can I manage more than one business?

Yes. Use the workspace switcher in the sidebar to move between organizations you belong to without logging out.

What do the different roles mean?

Owners control billing and setup, Partners and Managers manage day-to-day operations, and Employees work on assigned tasks.

Core platform features

Tasks & compliance

Track statutory deadlines on the Compliance tracker and manage work using the Kanban task board with client and assignee grouping.

Document & credentials vault

Store client documents and portal credentials securely. Documents support AI summaries, previews, and controlled sharing.

Messaging

Send direct messages to colleagues using their Legal Pulse User ID. Unread chats show a badge in the sidebar.

LegalPulse Books

Setting up your books

Open Ledger & Chart of Accounts and click 'Initialize Standard Indian Chart of Accounts' to create GST-ready ledgers in one step.

Invoicing & purchases

Generate GST invoices with automatic double-entry bookkeeping, and record vendor bills that post purchase, input tax, and payables automatically.

Stock & outstanding

The Stock Register values inventory using FIFO or Weighted Average, while the Outstanding tracker shows debtor/creditor aging buckets.

Financial reports

Produce Trial Balance, Profit & Loss, and Balance Sheet statements, then export them to PDF with the print-ready layout.

Still need a hand?

Reach out to your workspace owner or our support team for onboarding assistance and product walkthroughs.

Open your workspace ↗