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LawPilot365 User Guide
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reference
practice-manager
01-dashboard
Dashboard
02-matters
matter
Activity History
Matter Ledger
Recordable Items
Incidental Expenses
Disbursements
Matter Taxonomy
05-settings
01-accounts-settings
Defeault Accounts
Degault Account Types
Default Account Type Cateogries
Default VAT rates
Accounts
Account Types
Account Type Categories
VAT Rates
02-address-book-settings
Address Book Settings
Default Entity Roles Tab
Entity Roles
03-charging-scheme-settings
Overview
Default Activities
Default Fee Earner Levels
Activities
Fee Earner Levels
04-taxonomy-settings
Taxonomies
Taxonomy Terms
05-template-settings
Template Settings Page
LTE Templates
Header and Footer Templates
Matter Templates Settings
Matter Template Types
06-report-settings
Report Settings
06-chart-of-accounts
Chart of Accounts
07-invoices
Invoices
09-time-and-incidental-expenses
Overview
Recordable Items
Incidental Expenses
10-reports
Reports Overview
11-mailbox
Mailbox Overview
12-calendar
Calendar Overview
My Calendar Page
Free/Busy Calendar
Diary Manager Calendar
14-business-details
Overview
Create a matter
Generate Invoices
Manage Clients
Example Reference
Welcome to LawPilot365
getting-started
Getting Started
how-to-guides
Advanced Features
Contact & Support
Developer Resources
Example Guide
Getting Started
How to add a participating entity to a matter
How to create an invoice
How to find a specific matter
Overview
Release Notes
Troubleshooting
User Guide
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How to add a participating entity to a matter
