- The Legal CRM API Guide
- Using the CRM Contingency Settlement Wizard
- Import Leads/Contacts- Uploading Data from CSV Spreadsheets
- Advanced Document Management System - Setting Up and Using Documents/Files/Folders/Subfolders
- Can I turn off Google Chrome's browser autofill to not use my personal information when adding new intakes or searching records in Legal CRM?
- How to Clear Local Storage in Google Chrome
- The Administrator's Guide to the CRM Smart Dialer
- The Agent and Non-Agent User Guide for the CRM Smart Dialer
- The Newsfeed – See Everything at Your Firm Every Day
- Tutorial for Using the Microsoft Office 365 Integration in Legal CRM - Word, Excel, PowerPoint
- Setting Up the Legal CRM Microsoft Office 365 API Integration – For IT Administrative Users Only
- How to Use Dashboards in the CRM
- Setting Up & Using Key Dates in the CRM
- Inbox Layouts & Custom Report
- Understanding Your Voice/SMS Text Messaging Usage Invoices
- How to Manually Create a New Lead/Intake
- Intake Performance Summary Report
- Lead Conversion Dashboard Report
- Call Report and Agent Metrics Report
- Medical Records Ordering and Tracking
- How to Use the Intake/Case Forms in the CRM
- How to Use Notes in Legal CRM
- How to Manage Tasks in the CRM
- How to Send and Receive Emails in the CRM
- How to Send and Report on E-Signs
- Accessing Financial Transactions in the Bank Transactions Screen (Cases Only)
- Marketing Expenses & Marketing Sources ROI Report
- Contact Management in the CRM
- Setting Up Document Templates to Fill With Client Information from the Database Using Mail Merge Codes (Document Automation 101)
- Setting Up Sync of Your Calendar and Email (Google, Microsoft Outlook/Exchange, Apple, Yahoo, and More)
CRM User's Manual
(Intake Edition)