Have your account administrator confirm your account is set up properly before you use the application.
Your account administrator may need to modify your user-defined settings before you can view Firm Settings.

The Setup area allows you to manage and customize your default settings throughout the application.

Your dashboards are the first thing you see when you log in to your account.

Your access to view dashboards depends on your user permissions. If you have the necessary permission, you can view all dashboards, as well as any others that you create and customize.

You must review your accounting settings prior to using the application to ensure your accounting entries are made appropriately as you conduct your normal business activities.

You can add, edit, and delete the contact types in your Address Book. The contact types also display when you set up relations for running conflict checks.

To assist you in sending emails to outside parties directly from your application, the system comes pre-loaded with messaging for these emails. In addition, this article outlines the steps you will have to take to edit, customize, or create any number of templates in the system.

Only Administrator Users have access to the Security setup area, by default. To permit access to other users, you can edit their role under Account & User Management.

The Contacts area allows you to manage your Client, Payee, and Address Book contacts.

The global search bar at the top of the page allows you to access your information with a single click from any part of the system. Global Search empowers users to explore textual fields within resources like name, title, and description.

You can manage your custom labels to further organize items.

You have the flexibility to export your data from various areas where the toolbar features the Export icon.

With assistance from our support team, you can display the currency conversion for non-variable currencies on your invoices.

With our document storage options, users can download stored files to various devices. To avoid the risk of downloading potentially malicious files (such as malware) the system blocks the upload and download of the following file types from within the document section and client portal

Due to an MS Word limitation, only a partial list of the database merge fields file displays in Word’s Insert Merge Field drop-down.

With the ability to set a firm-wide password expiration policy, Administrators have more control over the firm’s security.

Enabling Microsoft Authenticator will prompt Admin users to sync their account with the Authenticator app and add verification code from the app. Multi-factor authentication (MFA) or two-factor authentication (2FA) is a great way to add an extra layer of protection to account logins.

You can customize the drop-down menus throughout the system to meet your firm’s needs.

You can create a custom auto-numbering scheme for your matter files. You can order your scheme’s types, or data fields, in whatever way best suits your firm’s needs.

You have two predefined auto numbering schemes including the default scheme that applies to new accounts.

You have several options to format the date in the application.

It is quick and easy for you to set your default country as the default selection.

Enhance the efficiency of your time entries by incorporating shorthand in your descriptions. Default shorthands have been included for your convenience. It is advisable to review the list before generating new shorthands.

The Global Add Shortcuts drop-down offers convenient access to common activities from any screen.