Security - Amazon Web Services
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 ...
Technical Documentation
9 articles
Load on Demand (LOD) Implementation
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 ...
Security FAQs
Security The system implements comprehensive security measures to protect sensitive and confidential information. This article outlines our security framework, encryption standards, access contro...
Login Changes
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...
Sign in with Microsoft: Setting Up and Using Single Sign-On (SSO)
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...
Draft - accept partially created objects
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...
FAQ: When I log in, it says I'm not associated with an Organisation?
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...
Efimis Terminology Updates - April 2026
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...
Efimis Matter Role Updates - Smokeball Users
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....