- Law Ruler Mobile App for Apple iOS and Google Android - Tutorial
- Invoice Billing Report - Billing History and Accounts Receivable (Collections) Report
- Status Report
- Bank Account Transaction/Ledger/Trust Report
- The CRM Standalone Calendar Tutorial
- Managing and Utilizing Calendar Event Workflows
- Time Entries Report / Billing Activity Report for Billable Time
- Contingency Billing Report / Settlement Report
- How to Configure and Send Email Newsletters, Announcements, and Email Blast Marketing Campaigns
- New SMS/Text Messages Requirements for TCPA Compliance
- Configure a Custom Caller ID (CNAM) for Your CRM Dialer
- Implementing Two-Factor Authentication (2FA)
- Manage Vendors in the CRM
- Restricting Access to Your System via IP Addresses
- New Sign In Detected - Why Am I Getting This Email?
- How to Restore a Deleted Lead/Case Record
- The Agenda Screen in Your CRM
- Using Vitals for Quick Reference of Important Information
- Using the NEW! Customer Screen and the Customer Ribbon
- The Notification Center
- How to Configure API Posts to Legal CRM Using Unbounce Forms
- Local Presence Dialing
- Purchase a Messaging Phone Number to Start Texting with Clients
- The Registration Process for Sending SMS Messages From Legal CRM
- Seamless Lead Capture: Discover Our Online New Lead Intake Form Feature
- Redefining Email Communication: Introducing The AI Email Writer
- Pipeline - Inbox Feature for Legal CRM
- Lead Lock Feature - Allow only admin users to update specific records!
- Supercharge Your Legal CRM with the Powerful Webhooks Integration!
- 📞 TCPA Compliancy Toolkit: Honoring Permitted Communication Hours
CRM User's Manual
(Intake Edition)