About one hour · Screens and buttons only

First hour guide

Irish Legal Toolkit · Free ship · Companions: Tools how-to · Technical user manual

You just got the app. You want a real purchase file working today. Skip optional modules, demo data, and anything labelled advanced.

Warm welcome. No jargon.

Before you start

• Windows PC (10 or 11).
• Installer from the official site: Setup 1.0.2 (the .exe is fine for most people).
• Windows may warn that the app is unsigned. If you trust the download link your firm gave you: More info, then Run anyway.
• Optional later: LibreOffice for nicer PDFs. Skip it for hour one.

Get the installer

1. Install and open

1. Double-click Irish-Legal-Toolkit-Setup-1.0.2.exe.
2. Finish the installer (current user is fine).
3. Open Irish Legal Toolkit from the Start menu.

2. Profile and first-run questions

1. Create a solicitor profile (your name is fine).
2. Set a PIN you will remember.
3. When asked, choose the path for real work (not just exploring), unless you are only training.
4. Enter your firm name if prompted.
5. If it offers folder browse for exports or data safety, accept the defaults or pick a folder you can find later (Documents is fine).
6. Finish until you see Home.

3. Look at the left-hand menu

You should see roughly:

• Home
• Clients
• Calendar
• Tools
• Settings

That is the whole map for today. You will live in Clients and the Client hub.

4. Create your first client

1. On Home, click New client (or open Clients and create from there).
2. Choose a simple purchase-style file if asked.
3. Give it a clear client name (for example Murphy purchase, Main St).
4. Create the file.
5. You should land on the Client hub.

Free conveyancing tools attach in the background. You do not need to pick sixteen modules.

5. Fill File essentials

On the Client hub, find File essentials (it may be open already).

Fill and save:

1. Client name (if not already set)
2. Property address
3. Purchase or sale price
4. Instruction date
5. Completion date (even a rough target is fine)

These five feed letters, forms, and later steps. Do this before you wander into tools.

6. Continue this file

1. Click Continue this file (or the next-step button the hub shows).
2. The app opens the next conveyancing tool (often contract, then searches, and so on).
3. Enter whatever you know. Leave blanks if you do not know yet.
4. Save when the tool offers save.
5. Use the back / hub links to return to the Client hub.

You are not finishing a full sale in hour one. You are proving the path works.

7. Produce one letter

1. On the Client hub, find Produce.
2. Click Produce letter (or open letters from Produce / Tools if that is what you see).
3. Pick a simple template (client progress update or any short letter).
4. Generate / preview.
5. Export Word or PDF.
6. Check it looks sane. Do not send it to a real client without a solicitor reading it.

If export asks for a folder, pick Desktop or Documents for today.

8. Check Calendar

1. Click Calendar in the left menu.
2. Look for the completion or instruction date you entered.
3. If nothing shows, go back to the Client hub, Dates or File essentials, save the date again, then reopen Calendar.

This is your firm diary view. Good enough for hour one.

9. Peek at Completion (optional, two minutes)

1. Open your client again.
2. Open the Completion tab.
3. Notice closing checklist / pack buttons live here, not as a separate app.
4. You do not need to build packs today. Just know where they are for closing week.

10. Data safety - sleep better

1. Open Settings.
2. Find Data safety.
3. Confirm mirroring is on (default).
4. Click Open in File Explorer if offered.
5. You should see a folder like Documents\Irish Legal Toolkit with a save log and Current / History / Backups.

Your working copy also sits under your Windows AppData profile. The Documents vault is the friendly mirror you can see without hunting.

11. Honest limits (one minute)

• Practice tool only - not legal advice.
• Not the Law Society.
• No live Revenue ROS filing.
• Conflict and AML screens are checklists / internal search, not magic clearance.
• Calendar ICS export (later) is a file you import; it is not live Outlook sync.

You're done

In the first hour you should have:

• Installed the app
• Created a profile
• Opened a client
• Filled File essentials
• Used Continue this file once
• Produced one letter
• Seen Calendar
• Confirmed Data safety

That is a working spine. Everything else is more of the same.

Tomorrow (or next quiet hour)

1. Real firm logo and address under Settings → Branding.
2. Upload one house-style letter under Letters templates (if you have a DOCX).
3. Work a real file: contract → searches → requisitions as the hub suggests.
4. Click Full backup now under Data safety before you trust the machine with many files.
5. Read the Technical user manual for install detail, data safety, and honesty tables.
6. For step-by-step on every tool, use Part B below or the full Tools how-to.

Questions: philipmanning1992@gmail.com

Part B - How to use each tool (plain English)

This is the same free-core toolkit, written as short recipes. Full detail: Tools how-to. Technical depth: Technical user manual.

Before any tool

1. Open the client.
2. Fill File essentials if you have not already.
3. Open the tool from Continue this file, Tools on the hub, or left-nav Tools.
4. Look for All changes saved (auto-save).
5. Use Export when you need Word/PDF/ZIP.
6. You still read everything before it leaves the firm.

Client hub (every day)

1. Clients → open a row.
2. File tab → File essentials (name, property, price, dates).
3. Produce letter / Produce form when you need a document.
4. Completion tab near the end → stages, funds, closing packs (client pack, lender ZIP, CoT PDF).
5. Dates and left-nav Calendar for diary.

Client intake

1. Tools → Client intake (or Case Intake).
2. Start intake wizard (Quick or Full).
3. Walk the steps: client, property, funding, conflicts questions, AML-style ticks, fees, dates.
4. Review & Finalize.
5. Work continues on the Client hub.

Contract for Sale

1. Open the client → Contract for Sale tool.
2. Tabs: Form (main data), Conditions, Searches, Preview, Export.
3. Fill what you know; leave blanks if needed.
4. Export a draft.
5. Check against your firm's current contract practice before anyone signs anything.

Searches & Due Diligence

1. Open Searches on the client.
2. Checklist - tick ordered / received searches.
3. Findings - save what the search shows.
4. Reminders - chase dates.
5. Export a pack when you need one.

Requisitions on Title

1. Open Requisitions on the client.
2. Work the Checklist of queries.
3. Record Replies and Rejoinders.
4. Import from other tools if the button appears.
5. Export when sending a pack.

Stamp Duty

1. Open Stamp Duty on the client (or Quick calculator from Tools).
2. Enter price and property type on Calculator.
3. Use Reliefs / First-time buyer if they apply.
4. Export package.
5. Important: this does not file with Revenue. You still use ROS yourself.

Closing Statement

1. Open Closing Statement near completion.
2. Import file data if offered.
3. Fill Apportionments and Mortgage lines.
4. Check Statement / What-If.
5. Export.

PRA Builder

1. Open PRA Builder on the client.
2. Confirm Property and Applications.
3. Track Documents Lodged.
4. Preview → Export.
5. For official form autofill, also try Client hub → Forms.

Title Defects

1. Open Title Defects on the client.
2. Add each Defect.
3. Work Investigation steps.
4. Generate a draft note or letter.
5. Solicitor reads before the client sees it.

Leasehold & MUD

1. Open Leasehold & MUD on apartment / leasehold files.
2. Work Checklist and Compliance.
3. Use Lease review / Calculators if needed.
4. Generate → Export.

Statutory Declarations

1. Open Statutory Declarations.
2. Pick a template.
3. Generate (fields fill from the client file).
4. Export Word/PDF.
5. Review before swearing or filing.

Letters & Notices

1. Client hub → Produce letter, or Tools → Letters.
2. Pick a letter type.
3. Check the merged name/address/price.
4. Export Word or PDF.
5. Do not send without a solicitor read.
6. House-style DOCX: upload under letter templates / Document Hub when shown.

Calendar / Deadline diary

1. Left menu → Calendar for the whole firm.
2. On a client, open Deadline diary to add dates.
3. Save - they should appear on Calendar.
4. Optional later: Download firm .ics and import into Google or Outlook (file import, not live sync).

Undertakings Register

1. Tools → Undertakings Register (firm list) or open on a client.
2. Add undertaking (Given or Received).
3. Set due date and status; mark Chase if needed.
4. Optional: Import from CFS or Import from ROT on Overview.
5. Firm view: filter Overdue / Chase; Export filtered CSV.
6. Export letters/register from Export tab.

Firm Compliance

1. Tools → Firm Compliance (firm, not one client).
2. Add item (for example PC renewal, PI, CPD).
3. Mark done when finished.

AML open-file checklist

1. Open AML open-file checklist on the client.
2. Tick the open-file items (ID, address, funds, notes).
3. Set risk rating.
4. Save.
5. This is a checklist, not a live sanctions search.

Conflict Check Register

1. Tools → Conflict Check Register.
2. Type the names → Run search.
3. Read any matches (open files only, this PC).
4. Save result: Clear / Possible conflict / Escalated + notes.
5. "No matching names" is not a legal certificate of no conflict.

Forms tab (on the client)

1. Client hub → Forms.
2. Pick a form.
3. Read the banner (fetch vs prep pack).
4. Autofill → export.
5. SD1 style returns: prep only; you file online yourself.

Questions: philipmanning1992@gmail.com

Download Tools how-to Technical manual How it works

Back to home