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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.

  • How to configure Auto-Flagging for Designated Service Matter Types

    Set certain matter types to open as an AML/CTF designated service automatically, using the firm-wide auto-flag setting (admins).

  • How to Split InfoTrack Disbursements into GST and GST-Free Lines

    InfoTrack disbursements import into Law App as one line by default. Turn on one firm-wide setting to split them into GST-applicable and GST-free lines.

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