How do I process a trust payment Watch the Trust Payment – How To video 1. Click on “Trust” in the left-hand menu of the Law App....
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 and preventing File Explorer errors.
How to Join and Remove Timesheet Rate Codes in Law App Learn how to clean up or merge rate codes in Law App using the “Adjust Rate Code” tool. This guide walks you through reassigning time entries and removing or archiving old codes.
How to trigger an Auto Save of Emails Learn how and when Law App automatically saves sent or received emails