Technical Documentation

15 articles

Security - Amazon Web Services

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Security of your client data is extremely important and we are committed keeping all your data secure. The system uses Amazon Web Services. Amazon is the gold standard for cloud computing due ...

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Load on Demand (LOD) Implementation

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The following changes will only apply to our clients who went live on before 01 May 2024. Overview Previously, all data would download during the login process, which could lead to long wait ...

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Security FAQs

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Security The system implements comprehensive security measures to protect sensitive and confidential information. This article outlines our security framework, encryption standards, access contro...

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Login Changes

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Due to upcoming infrastructure changes and to maintain security, from 9th June 2025, all users logging into the software will need to set up a new login that is separate from the desktop applicati...

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Sign in with Microsoft: Setting Up and Using Single Sign-On (SSO)

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Overview You can now sign in to the product using your Microsoft account, making access faster and more secure. This guide explains how to link your Microsoft account, sign in using Microsoft SSO...

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Draft - accept partially created objects

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TABLE OF CONTENTS Overview Dashboard Widget Draft Tabs Time Entries Draft Tab Matters Draft Tab Directory Draft Tab Overview The Draft feature allows partially created obj...

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Irish Legal Accounts

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Overview The Irish Legal Accounts configuration provides a fully localised accounting environment for Irish legal practices. It includes: € Euro base currency Irish VAT codes with VAT 3 align...

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US Regional Terminology Changes

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Overview To support United States regionalisation, the system now uses US-specific terminology, spelling, and date formats. These changes ensure that the platform aligns with US legal, financial...

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FAQ: When I log in, it says I'm not associated with an Organisation?

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Issue After creating a new login, the user sees the message below that prevents them from accessing their account. Solution An admin user (someone with login access and admin permissions) wil...

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Efimis Terminology Updates - April 2026

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Overview Efimis is updating several key terms across the platform to align with industry-standard terminology and improve consistency. These changes will take effect early April 2026 and will app...

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Efimis Matter Role Updates - Smokeball Users

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Overview Efimis is standardising matter roles across the platform as part of the upcoming terminology updates. These updates will take effect early April 2026. This is a terminology update only....

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Efimis White-label Guide - Smokeball

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Overview Efimis provides White-label UI customisation for Smokeball users, allowing control over which UI elements, buttons, reports, and settings are: Visible Hidden Read-only These are vi...

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Efimis White-label Guide - LEAP

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Overview Efimis provides White-label UI customisation for LEAP Enterprise, allowing control over which UI elements, buttons, reports, and settings are: Visible Hidden Read-only These are vi...

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Matter Access Control Updates - Open & Restricted Access

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Overview We are shortly rolling out an update to Access Control Lists (ACL) to simplify how matter access is managed.  With this change, all new matters will default to Open Access, meaning they...

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Appendix: Detailed Permission Exclusions (Advanced/Support Use)

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Overview This appendix provides a detailed breakdown of permission exclusions by feature and permission band within the system. It is intended as a reference resource for advanced users, administ...

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