Skip to content
LawPilot365 User Guide
Search
Ctrl
K
Cancel
X
LinkedIn
Facebook
Instagram
Tiktok
Select theme
Dark
Light
Auto
Getting Started
Start Here
How-To: Getting Started
Explanations
Overview
User Roles Explained
How-To Guides
Overview
General
Advanced Features
Troubleshooting
Contact Support
Developer Resources
Release Notes
User Guide
Matters
Find a Specific Matter
Create a New Matter
Add a Participating Entity
Add a User to a Matter
Set Matter Priority
Manage Matter Taxonomy
Resync Activity History
Calendar and Appointments
Create an Appointment
Import Appointments
Import Appointments to a Matter
Documents and Email
Create a Document
Create a Draft Email
Import Emails into a Matter
Import Mail Messages to a Matter
Import Files to a Matter
Add Matter Shortcut to OneDrive
Finance and Billing
Create an Invoice
Generate an Invoice
Create a Recordable Event
Create an Incidental Expense
Record Receipt of Client Funds
Record Transfer of Client Monies
Set the Financial Year
Collaboration and Productivity
Create an Activity History Note
Navigate Data Grids
Delegate Access
Reference
Practice Manager
Dashboard
Matters
Matters Overview
Matter Overview
Matter Details
Activity History
Client Ledger
Recordable Items
Incidental Expenses
Disbursements
Taxonomy
Address Book
Address Book
Linked Entities
Charging Schemes
Settings
Accounts Settings
Overview
Default Accounts
Default Account Types
Default Account Type Categories
Default VAT Rates
Accounts
Account Types
Account Type Categories
VAT Rates
Address Book Settings
Overview
Default Entity Roles
Entity Roles
Charging Scheme Settings
Overview
Default Activities
Default Fee Earner Levels
Activities
Fee Earner Levels
Taxonomy Settings
Taxonomies
Taxonomy Terms
Template Settings
Overview
LTE Templates
Header and Footer Templates
Matter Templates
Matter Template Types
Report Settings
Chart of Accounts
Invoices
Time and Incidental Expenses
Overview
Recordable Items
Incidental Expenses
Reports
Mailbox
Calendar
Overview
My Calendar
Free/Busy Calendar
Diary Manager Calendar
User Personal Details
Overview
User Business Details
Business Details
X
LinkedIn
Facebook
Instagram
Tiktok
Select theme
Dark
Light
Auto
Account Types
