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
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