How to open a new File in Law App — Video & Step-by-Step Guide
Learn how to open a new file in Law App. This video guide walks through creating a new matter file and entering its key details.
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How to add a new Contact in Law App — video guide
Learn how to add a new contact in Law App. This video guide walks through creating a contact and entering their details for use across matters.
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How to add a contact address — Primary and Postage flags
On a Law App contact, the address fields stay locked until you press Add. Here’s how to add an address and flag it as Primary, Postage, or both.
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Performing a Conflict Check for Legal Files
Learn how to run a conflict of interest check in Law App before taking on a new client or matter. Covers both the manual conflict check and the in-file method,…
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How to manage File Budgets in Law App
Track time on a matter against the fees you quoted. Set a fee limit or phases on a file, set firm-wide alert levels, and edit the budget as the matter…
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