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
- How to Create a Time Entry from a Note
- How to Quickly Locate or Find a Note or Other Interaction in a Matter
- How to Star and Unstar Notes, Meeting Notes, Facts, Time Log Entries and other Matter-related Interactions for Quick Access
- How to Pin and Unpin Notes, Meeting Notes, Facts, Time Log Entries and other Matter-related Interactions for Quick Access
- How to Re-Open 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 View All Completed Tasks
- How to Re-open a Completed Task
- How to Mark a Task as Completed
- How to Add a Reminder for a Task
- How to Convert an Existing Public Task into a Private One
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