CoCounsel for Outlook

1st time sign in

Follow these steps when it is your first time to sign in.
  1. Open the application from the integrations bar and select
    Connect account
    .
  2. Grant access for the add-in and its features to
    Microsoft Outlook
     and
    Microsoft Graph APIs
    . Select
    Allow
    .

Connect to your CoCounsel account

  1. Select
    Connect account
     in the add-in panel.
  2. Go to the CoCounsel category in the Account section.
  3. Select
    Connect
    . If you're logged in, you'll see a “connected” label
  4. If you're not logged in to CoCounsel, a window will appear for you to sign in through your OnePass account.
  5. You can use the single sign-on functionality if your company has implemented it. Otherwise, you can use your CoCounsel credentials (email and password) to sign in.
  6. Select
    Close
     after you connect.

Pin the add-in panel to Outlook

Select the
Pin
 icon near the add-in name to keep the panel open while you use Outlook.
note
The contents of the add-in panel vary according to the accounts you have connected.

This article applies to:

  • Product: CoCounsel
  • Audiences: Legal professionals