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How to Guides
- Client Maintenance Function
- Guide to Missing Tabs
- Approving Posting & Bill Requests
- Reversing a Disbursement
- Posting an Office Cancel Bill
- Posting a Client Cheque
- How to Setup a New Bank
- Completion Statement
- Posting Requests
- Bulk Close Matters
- Emailing with Insight Legal
- Scottish Accounts Guide - Client Postings
- Scottish Accounts Guide - Surplus Ledger & Transfer
- Scottish Accounts Guide - Set Up
- Setting Up The Mobile App
- Using the Mobile App
- Property Searches Integration
- Undertakings
- Creating Document Templates
- Assign a Contact to a Matter
- How to Setup your Home Screen
- How to Customise your Matter Files screen
- Creating Email Templates
- Adding Departments & Matter Types
- Inviting Clients and Contacts to Portal
- System Settings - Creating a Staff Members and Users
- How to Post a Write Off
- How to Post Money in the Client Account
- User Defined Fields
- How to Produce a Document