How can we help you?
How to Guides
- Change the email address for an existing contact
- Matter Locking
- Adding a Branch
- Backup and Restore Database
- Practice Summary
- Fee Earner Performance Analysis Report
- Cash Flow Forecast Report
- Undertakings Report
- Deposit Balances by Bank Report
- Document Registers Report
- Import Transactions
- Attach Files to Cases
- Active Matters
- Running the Month-End Process
- View Cash Book Reports
- TA6 Property Information Forms
- Preview Documents
- Staff and Fee Earner Maintenance
- How to Save an External Document
- Workflow Interaction (Case Enquiry)
- Fuel Scale Charge Posting
- Nominal Petty Cash
- Posting a Bank to Bank Transfer & Petty Cash Top up
- Triggers (Set-up and configuration)
- Reactivating Tasks & Restarting Workflows
- Creating a Workflow
- Adhoc Tasks
- Attaching External Files
- Creating a Task (Matter)
- Auto Time Recording on Documents