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. -
How do I save or find emails in a file
Emails saved from Outlook will appear in the Documents > Emails tab of the file. Steps: Use the Law App... -
What if I cant find a file I know exists
Check the following: You are using the correct filter (e.g. Status = Active) The file is not archived (tick Include... -
How do I assign or change the fee earner on a file
Learn how to assign or change the responsible, managing, or assistant employee on a file in LawApp. This ensures the correct fee earner is linked to the matter and reflected in reporting and communications.
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