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. 2. Click on “Withdrawals” in the “Trust” submenu. 3. Click…
-
-
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…
-
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…
Need Support?
Can’t find the answer you’re looking for? Don’t worry we’re here to help!