All Collections
People & Matters
40 articles
Contacts vs. Matters
Pipeline Overview
Matter Statuses
Booking Appointments
Creating Contact or Matter Tags
Client Portal Overview
Booking Links
Conflict Checking
Creating Matters
Appointment Types Overview - Including Automated Confirmation & Reminders
Matter Relationships
Creating Tasks for Users
Event Management
Practice Areas
Matter Profile Overview
Intake Pipeline
Inviting Contacts to the Client Portal
Merging Duplicate Matters or Contacts
Sharing Forms and Documents Via Portal
Appointment Requests
Custom Task Statuses
Using the Client Portal (From Client's Perspective)
Using Contact or Matter Tags
Message Center
Email Assigning Inbox
Track Matters' Time in Pipeline Stages
Editing or Rescheduling Appointments
Adding Additional Pipelines
Task Tags
Appointment No Shows and Cancellations
Sharing Tasks Via Portal
Matter Auto-Numbering
Pipeline Statuses and "Show All Matters" Toggle Option
Companies
Company Matters
Task Comments and Mentions
Company Matter Forms
Matter Filtered Views
Completing and Editing Tasks
Messaging Via Client Portal