Getting Started
How To's
CRM & Client Intake
- How to add a new client intake form?
- Adding New Leads
- Viewing Details of Leads
- Marking a Lead as a Converted Lead
- Marking a Lead as a Not Hired
- Viewing Converted Leads
Automation - Workflows
- What is a workflow?
- How to create a workflow
- How to configure the Create Matter action
- How to configure the Create Document action
- How to configure the Add Event action
- How to configure the Add Task to Matter action
Dashboard & Reports
Matters
Contacts
Pipelines
Billing
- How to add a new time entry
- How to add a new expense
- How to add a quick invoice
- How to start a timer
- How to stop a timer
- How to send an invoice
Accounting
Document Assembly
Tasks
- How to set task due date based on another task
- How to add multiple assignees to a Task?
- How to add start date and due time to tasks?
- How to add Reminders?
- How to add a new task
- How to mark a task complete
Interaction Logs
Custom Fields
- Create Matter Custom Fields
- Create Matter Custom Fields Group
- Create Contact Custom Fields
- Create Contact Custom Fields Group
- Show Custom Field by Default on the forms
- Set Custom Field as required on the forms
Account Settings
Import & Export
Integrations
- How to set up email, and calendar integration?
- How to setup Zapier
- One Drive Integration
- Google Drive Integration
- Dropbox Integration
- Box Integration