How to Open a New File
Learn how to open a new file in Law App, including watching prerequisite training on opening contacts to ensure accurate...
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- Matter Management in Law App
Matter Management in Law App
Manage matters efficiently in Law App.
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What’s the difference between File Notes and Documents
Understanding the distinction helps streamline your workflow and keeps your files organised. File Notes Purpose: Internal notes and memos about... -
Can I search for files by client contact or keyword
Yes. Use the Files > Search screen and filter by: Client Name File Number Matter Type Keywords -
How do I manage folders and documents in a file
Each file includes a built-in folder structure (customisable by your firm). To add or manage folders: Go to Documents tab... -
How To Archive Files In Law App
A detailed step-by-step guide for archiving and unarchiving files in Law App, including how to verify financials, configure archive locations, manage archive numbering sequences, and follow best practices for system updates.
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