Getting Started
How To's
Client Intake
Matters
- How to add a new matter
- How to delete a matter
- How to add additional contacts to a matter using relationships?
- How to create tags for matters?
- How to close a matter
- How to add a new practice area
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