Q&A
- How to bulk download documents uploaded by the client
- How to customize the questionnaire submit button label
- How can I update my firm information?
- How to print the financial sheet?
- How to copy contacts from another matter
- How to reset/delete the logos from my workspace?
- How to let clients download their financial sheet
- How to customize your standard links (questionnaire URLs)
- How to enable Meeting Dates
- How to enable or disable the SSN field
- How to view matter reports
- How to ask clients to upload documents (standard document requests)
- How to switch to annual billing?
- How to customize email templates
- How to track changes and activity within a matter
- How to communicate with clients using secure messaging
- How to use the Matter Activity screen
- How can I remove a section from a questionnaire?
- How to reorder questions within a section
- How to track Matter Progress