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…
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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 the matter — quick, timestamped records of what happened and…
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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…
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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 Archived in search) You have the right permissions If the…
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How to Rename a Document in Law App
Learn how to rename documents effectively using updated naming protocols, which characters to avoid, and why document names may revert if illegal characters are used. Includes tips for renaming emails…
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