Your account administrator may need to modify your user-defined settings before you can view Firm Settings.

Your dashboards are the first thing you see when you log in to your account. Your ability to view dashboards depends on your user access. Your application has three dashboards:

When you log in to your account, your dashboards are the first things you see. Your access to view dashboards depends on your user permissions. If you have the necessary permission, you can view all dashboards, as well as any others that you create and customize.

You must review your accounting settings prior to using the application to ensure your accounting entries are made appropriately as you conduct your normal business activities.

You can add, edit, and delete the contact types in your Address Book. The contact types also display when you set up relations for running conflict checks.

You can manage your custom labels to further organize items such as:

To assist you in sending emails to outside parties directly from your application, the system comes pre-loaded with messaging for these emails.

Our application seamlessly integrates with several apps to give users additional options for Email Document Storage

The global search bar at the top of the page allows you to access your information with a single click from any part of the system. Global Search empowers users to explore textual fields within resources like name, title, and description. The search yields results from the following categories based on the entered keywords:

You have the flexibility to export your data from various areas where the toolbar features the Export icon.

Set a Default Timekeeper Fee Allocation Percentage

With our document storage options, users can download stored files to various devices.

Due to an MS Word limitation, only a partial list of the database merge fields file displays in Word’s Insert Merge Field drop-down.

You have two options for two-factor authentication.

With the ability to set a firm-wide password expiration policy, Administrators have more control over the firm’s security.

Two-factor authentication is a user security that requires a verification code upon logging in.

You can customize the drop-down menus throughout the system to meet your firm’s needs.

You can create a custom auto-numbering scheme for your matter files. You can order your scheme’s types, or data fields, in whatever way best suits your firm’s needs.

You can utilize Zapier, a web automation service to create workflow integrations with 4000+ applications. Zapier allows you to create “Zaps” or connections between two or more applications using a trigger step and one or more action steps. When you turn your Zap on

Access the Beta Version of NextGen.

You have two predefined auto numbering schemes including the default scheme that applies to new accounts.

You have several options to format the date in the application.

It is quick and easy for you to set your default country as the default selection.

Enhance the efficiency of your time entries by incorporating shorthand in your descriptions.

You have eight different custom field types from which to choose.

The Global Add Shortcuts drop-down offers convenient access to common activities from any screen.