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Microsoft Entra SSO integration with LegalForce

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In this article, you learn how to integrate LegalForce with Microsoft Entra ID. LegalForce automatically checks checklists and contracts for each contract type using technologies such as natural language processing, instantly presents omissions in terms and excesses in clauses, and prevents omissions and omissions. It's equipped with functions that simultaneously improve the quality and efficiency of contract work. When you integrate LegalForce with Microsoft Entra ID, you can:

  • Control in Microsoft Entra ID who has access to LegalForce.
  • Enable your users to be automatically signed-in to LegalForce with their Microsoft Entra accounts.
  • Manage your accounts in one central location.

You'll configure and test Microsoft Entra single sign-on for LegalForce in a test environment. LegalForce supports only SP initiated single sign-on.

Prerequisites

To integrate Microsoft Entra ID with LegalForce, you need:

  • A Microsoft Entra user account. If you don't already have one, you can Create an account for free.
  • One of the following roles: Global Administrator, Cloud Application Administrator, Application Administrator, or owner of the service principal.
  • A Microsoft Entra subscription. If you don't have a subscription, you can get a free account.
  • LegalForce single sign-on (SSO) enabled subscription.

Add application and assign a test user

Before you begin the process of configuring single sign-on, you need to add the LegalForce application from the Microsoft Entra gallery. You need a test user account to assign to the application and test the single sign-on configuration.

Add LegalForce from the Microsoft Entra application gallery to configure single sign-on with LegalForce. For more information on how to add application from the gallery, see the Quickstart: Add application from the gallery.

Create and assign Microsoft Entra test user

Follow the guidelines in the create and assign a user account article to create a test user account called B.Simon.

Alternatively, you can also use the Enterprise App Configuration Wizard. In this wizard, you can add an application to your tenant, add users/groups to the app, and assign roles. The wizard also provides a link to the single sign-on configuration pane. Learn more about Microsoft 365 wizards..

Configure Microsoft Entra SSO

Complete the following steps to enable Microsoft Entra single sign-on.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

  2. Browse to Identity > Applications > Enterprise applications > LegalForce > Single sign-on.

  3. On the Select a single sign-on method page, select SAML.

  4. On the Set up single sign-on with SAML page, select the pencil icon for Basic SAML Configuration to edit the settings.

    Screenshot shows how to edit Basic SAML Configuration.

  5. On the Basic SAML Configuration section, perform the following steps:

    a. In the Identifier textbox, type a URL using the following pattern: urn:auth0:legalforce:saml-<ORG.CUSTOMERID>

    b. In the Reply URL textbox, type a URL using the following pattern: https://auth.legalforce-cloud.com/login/callback?connection=saml-$<ORG.CUSTOMERID>

    c. In the Sign on URL textbox, type the URL: https://app.legalforce-cloud.com/

    Note

    These values are not real. Update these values with the actual Identifier and Reply URL. Contact LegalForce support team to get these values. You can also refer to the patterns shown in the Basic SAML Configuration section.

  6. On the Set up single sign-on with SAML page, in the SAML Signing Certificate section, find Certificate (PEM) and select Download to download the certificate and save it on your computer.

    Screenshot of the Certificate download link

  7. On the Set up LegalForce section, copy the appropriate URL(s) based on your requirement.

    Screenshot shows to copy configuration appropriate URL.

Configure LegalForce SSO

To configure single sign-on on LegalForce side, you need to send the downloaded Certificate (PEM) and appropriate copied URLs from the application configuration to LegalForce support team. They set this setting to have the SAML SSO connection set properly on both sides

Create LegalForce test user

In this section, you create a user called Britta Simon at LegalForce. Work with LegalForce support team to add the users in the LegalForce platform. Users must be created and activated before you use single sign-on.

Test SSO

In this section, you test your Microsoft Entra single sign-on configuration with following options.

  • Click on Test this application, this will redirect to LegalForce Sign-on URL where you can initiate the login flow.

  • Go to LegalForce Sign-on URL directly and initiate the login flow from there.

  • You can use Microsoft My Apps. When you click the LegalForce tile in the My Apps, this will redirect to LegalForce Sign-on URL. For more information, see Microsoft Entra My Apps.

Next steps

Once you configure LegalForce you can enforce session control, which protects exfiltration and infiltration of your organization’s sensitive data in real time. Session control extends from Conditional Access. Learn how to enforce session control with Microsoft Cloud App Security.