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Jul 31, 20201 min read

Adding a user to an individual matter

Jul 22, 20202 min read

How to create a matter - for mediators

Jul 22, 20202 min read

How to create a matter - for lawyers

Jul 3, 20202 min read

New email settings - changing the template

Jul 3, 20204 min read

New email settings - what should I write in the email?

Jul 2, 20202 min read

New email options - check a box

Jun 24, 20201 min read

Using the Dashboard

Jun 22, 20201 min read

Generate a draft Application for Consent Orders

Jun 22, 20201 min read

Generate a proposal

Jun 19, 20202 min read

Drag and drop bank statement analysis

Jun 3, 20202 min read

I love excel spreadsheets

May 29, 20201 min read

Client portal - sharing it with your client

May 21, 20205 min read

Setting up your Legal Bot

May 8, 20202 min read

Instructions - Financial Statement

Apr 15, 20201 min read

Client intake - step by step instructions for the client

Apr 15, 20202 min read

How to choose which parts of the client intake you send

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