Getting Started
Welcome & Setup
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Creating Text Templates
Overview Text templates automatically populate narration in various sections of the system, saving time and ensuring consistent wording. Templa...
Custom Fields
Overview This guide covers the process of setting up and updating a custom field on a matter, contact or invoice. Custom fields enable Firms to a...
Setting Up Branches
Overview Branches are used to separate and report on different business units or office locations. They allow firms to segment matter ownership a...