Common questions and support documentation

Release Notes

Weekly Updates

4 articles

Settings

Individual User Settings

10 articles

General Firm Settings

13 articles

Calendar & Booking

4 articles

Custom Field Settings

9 articles

Manage Users & Account

7 articles

Importing & Exporting

8 articles

People & Matters

Matters

19 articles

Contacts

10 articles

Companies

3 articles

Relationships

3 articles

Pipeline

6 articles

Tasks

6 articles

Calendar & Appointments

7 articles

Client Portal

7 articles

Tags

4 articles

Emails, Forms, & Documents

Emails

10 articles

Forms

20 articles

Documents

14 articles

E-Signature

8 articles

Microsoft Word (DOCX)

4 articles

PDF

4 articles

Files

6 articles

Appointments & Booking

3 articles

Marketing & Automation

Automations

16 articles

Marketing Audiences

4 articles

Email Campaigns

7 articles

Text Messaging (SMS)

5 articles

Reports

Analytics

6 articles

Marketing Source Tracking

8 articles

Custom Reporting

9 articles

Time & Billing

Settings & Getting Started

3 articles

Expenses & Time Tracking

5 articles

Billing & Invoices

12 articles

Integrations

Answering Service/Chatbot

4 articles

Billing

3 articles

Files

1 article

Zapier

3 articles

Case Management

9 articles

Marketing Source Tracking

5 articles

Phone Calls & Virtual Meetings

4 articles

Webinar Series

Deep Dive Webinars

28 articles