STEP 3: Request AdvoLogix from the AppExchange

How to install the AdvoLogix Matter Management application into your existing Salesforce org.

Navigate to AdvoLogix Legal Suite on the AppExchange and select Get It Now.  

  1. Verify that your profile information is accurate because this is how AdvoLogix will contact you.
  2. Check the box if you agree to the terms and conditions
  3. Select Contact Me.

Receive Trial Invitation

Once the form has been completed, you will receive a trial invitation containing instructions for getting started with your AdvoLogix trial and two installation links.  The two links give you the option of installing into your production org or into a sandbox.  Simply select the link that applies to you.

Installation

Next, you will be presented with the install details and have an opportunity to select which security profiles will have access to AdvoLogix components.

  1. You will normally choose Install for All Users. Removing access at a later time is easier than adding individuals access after installation.
  2. Click the Install button to continue with the installation. 

If you don’t install for all profiles (or add a profile later), you may need to add AdvoLogix's Apex classes and Visualforce pages to each profile that needs access to AdvoLogix. 

Installation Notification

Once the installation is complete, you will receive an email notification.