Reset a Password

Set user passwords, reset passwords, get email if you forget your password, and more:

• Reset a password

Add a Contact

Clients can be added through both the “Contact” and “Matters” area:

• Managing clients & other contacts  

Create a Matter

A matter must be created first if you need to create any time/expense cards, invoices or Trust Transactions:

• Add a matter

Manage Trust Deposits

Add Trust deposit transaction from different areas in the application:

• Add a trust retainer

Add Time and Expenses

Enter time and expense cards for your matters:

• Add time
• Use the timesheet
• Add a flat fee
• Add an expense
• Manage matter costs

Billing Workflow

From creating a matter to receiving payment for an invoice, understanding the billing workflow is crucial for ensuring a smooth and efficient billing process:

• Billing Workflow

Manage Your Invoices

Review your invoice and see what it looks like and then generate it:

• Generate a pre-bill
• Generate an invoice

Apply Payments to Invoices

Record an invoice payment to one or more invoices for a particular client:

• Auto trust transfer on invoice
• Pay an invoice
• Pay an invoice with trust funds

Customize Your Drop-down Menus

Customize the list items throughout the system to meet your firm’s needs:

• Customize Your Drop-down Menus

Set up the Client Portal

Use the Client Portal to securely share documents, invoices, calendar events, tasks, and notes with the client.  You also have the option to have a direct chat with the client:

• Enable the Client Portal
• Allow a Firm User Client Portal Access