Clear answers, from your first day to your everyday work.
14 guides
Open your account menu at the bottom of the sidebar and choose Onboarding. The guide highlights each control and introduces the tools included with your plan.
Open Website in the sidebar. Edit your firm’s name, headline, contact details, practice areas and page content.
Use Clients to add a contact and keep their details current. Intake tracks enquiries before an engagement begins.
Open Matters and create or select a matter. Assign the client, practice area, owner and next steps.
Choose the play icon in the top bar to start a timer. Choose a matter and describe the work when you review the session.
Open your account menu, choose Settings and find Hourly billing rate under Profile and billing.
In Billing, choose the matter and review its unbilled time and expenses. Prepare a draft invoice and check its details.
Open Files to add documents to a matter. Use clear titles so colleagues can find them through search.
Choose the client and the matters they may access. Create an invitation from the client portal controls.
Owners can invite colleagues from Team and assign an appropriate role. Each person signs in with their own account.
Use the verified account email to sign in. Choose Reset password on the sign-in page if you cannot access your account.
Start with the guided onboarding, then decide which records to bring over and who will manage the migration.
Open the search control in the top bar, or press Command K on Mac / Control K on Windows.
Pro gives your firm its website workspace. Ultra adds the legal operating system in the same dashboard.
For onboarding, settings and your firm’s everyday work.
