General
- General Navigation
- Default Document Folders - EvolveGo
- Activity Intelligence
- Converting a Matter Type
- Managing contacts on the Matter Card
- Firm Insights
- Reminder Alerts
- Message Quarantine
- Mark a document as a favourite - EvolveGo
- Introduction of Supervisor Role
- Close and archive a matter
- Conflict Check
- Managing Leads
- Matter Listing
- Automation Settings
- Set Fee Estimate on a Matter
- Fixed Fee Matters
- Create a new Matter
- Notification Templates
- Notification Centre - EvolveGo
- Enhancements to Navigation Menu - From 19 April 2023
- Managing Calendars and Events
- Creating a Matter
- Create and Manage Contacts
- Timesheets and Cost Recoveries
- Matter Settings
- Set up automatic matter numbering - EvolveGo
- Set up matter templates - EvolveGo
- How to recover a lost document in EvolveGo
- Updating user's roles