Set Up Your Workspace
Begin with the essentials so your team can work consistently from day one.
Open Getting Started
Set Up Your Workspace
Begin with the essentials so your team can work consistently from day one.
Open Getting StartedCreate Your First Matter
Follow the full process for opening a matter and recording the key details.
Create a MatterManage Matter Details
Learn where matter details are stored and how to maintain complete records.
View Matter DetailsTrack Time and Expenses
Understand how recordable items and incidental expenses are managed.
Open OverviewHandle Billing
Review invoicing and billing workflows for day-to-day finance operations.
View InvoicesAdd a User to a Matter
Add a Participating Entity
Create an Invoice