Matters
- Navigating your Matter List View
- Creating a Matter
- Creating Matters via a Shareable Link
- Edit the Matter Set-up
- Setting a Matter Owner
- Access to Matters
The Questionnaire
- Inviting your client to complete the Questionnaire
- Starting or completing the Questionnaire on behalf of your client
- Sending the Questionnaire in parts
- FAQs - Using the Questionnaire
- Questionnaires created using the Shareable Link
- Embedding the Questionnaire into your website
The Dashboard
- NEW Joint Balance Sheet for Lawyers
- NEW Joint Balance Sheet for Mediators
- Using the Joint Balance Sheet - for a client
- Using the Joint Balance Sheet - For the Other Side
- What is the Dashboard?
- Start the Matter in the Dashboard
Disclosure
- Inviting your client to use the Portal
- Custom tasks for Document Disclosure
- Manage attachments for the Matter
- Attachment index
- Disclosing documents with the other side
- Disclosure Portal - experience for the other side