Firm User Guides
What does this do for me?
These guides cover tasks that are implemented in the current firm workspace.Sign in and onboard your firm
Create your account, choose a plan, and set up your firm.
Set up your firm workspace
Choose an organization, configure the visible brand, and invite users.
Create a client and matter
Create the client record required by the New matter form.
Manage documents and uploads
Upload, organize, and manage legal documents.
Manage invoices and payments
Create invoices, record payments, and manage retainers.
Use the inbox and messages
View and reply to communication threads with clients.
Manage appointments and tasks
Schedule appointments, create tasks, and set reminders.
Use the AI assistant
Ask questions, summarize documents, and draft content.
Set up the client portal
Grant portal access so clients can view matters and documents.