How to Book Appointments in Law App and sync to your Outlook Calendar
Appointments booked on a file in Law App go straight into the right person’s Outlook calendar, and changes made in Outlook come back to the file. Learn what syncs, how…
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How to Create File Notes in Law App — Video & Step-by-Step Guide
Create a file note in Law App with Quick Note or from inside the file, then edit, print or remove it from the File Notes list.
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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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