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CoCounsel for Microsoft Outlook
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This article applies to:

  • Product: Legal Tracker,CoCounsel
  • Subject: Setup
  • Audiences: Company

First 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
    Get Started
    .
  2. Grant access for the add-in and its features to
    Microsoft Outlook
     and
    Microsoft Graph APIs
    . Select
    Allow
    .

Connect to your Thomson Reuters HighQ account

Connect the add-in with one or both of your HighQ or Legal Tracker accounts.
note
If you sign in with a browser, you'll need to allow browser pop ups to sign in to HighQ or Legal Tracker.
  1. Select
    Connect account
     in the add-in panel.
  2. Select
    HighQ
     or
    Legal Tracker
     tab in the Account section.

Sign in using the HighQ tab or Legal Tracker tab

  1. Enter the address of your HighQ or Legal Tracker instance and select
    Connect
    . If you are signed in, a
    Your HighQ account is now successfully connected
     confirmation message will appear.
  2. Select
    Save
     to close.
  3. Your account is now connected.

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.