Key Navigation Tools
Matters and Pipeline Pages
The Matters page and the Pipeline page in the main side navigation. These are some of the most frequently used pages, ensuring quicker and easier access.
Automations Tab
The Automations tab can be found in the side navigation. Here, you’ll find:
Workflows: Manage the custom workflow automations you’ve built out.
Reminders: Reminders for appointments, events, forms, documents, and invoices.
Marketing Tab
The Marketing tab consolidates everything you need to create and manage your marketing campaigns. Inside, you’ll find:
Email Templates: Access HTML and plain text email tools that you can use for campaigns or workflows.
Email Sends: Manage existing emails and see email statistics.
Audiences: Create and manage your audiences.
Campaign Management: Build and track campaigns.
Event Management: Access the event management page.
People Tab
Below the Marketing tab, you’ll see the People tab. This section includes:
Contacts: Manage your individual contacts.
Companies: Handle your company records.
Conflict Checking: Perform and manage conflict checks.
Docs & Forms Tab
The Docs & Forms tab has sub-navigation for:
Document Templates: Manage your document templates.
E-Signature Sends: Track and manage your e-signature requests.
Custom Forms: Create and manage custom forms.
Booking Forms: Handle booking form templates and submissions.
File Request Templates: Manage templates for file requests.
File Request Sends: Track and manage sent file requests.
Firm Files: Access and manage files specific to your firm.
Reports Navigation
The Reports tab includes:
Analytics
Custom Reports
ROI Tracker
Time & Billing Navigation
The Time & Billing section includes:
Time Entries
Expenses
Invoices
Trust Account
A/R Report
Hours Billed
Payment Activity
Calendar and Tasks Pages as Top-Level Navigation
The Calendar and Tasks pages are top-level navigation items for direct access to their sections.
Message Center
The Message Center is found in the upper-right corner of the screen.
Search Bar
The Search Bar allows you to find what you need with ease.
