How to create a File Note in Law App
Add a file note in Law App using Quick Note or from within the file, then print a copy or remove a note whenever you need to — all from…
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How to set up Task Types and Automated Workflows in Law App
Learn how to set up task types, build task templates, and create automated workflows in Law App so key dates and to-dos generate themselves.
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How to merge duplicate contacts in Law App
Learn how to merge duplicate contact cards in Law App — keep the right details, carry over safe custody records, and tidy up your contact list.
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Managing Archived Files and Archive Settings in Law App
How to archive and unarchive a file in Law App, set up archive locations, and configure the transaction sequence your archive numbers are generated from.
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