Overview & Notifications

• Dashboard Reporting (video)
• Manage Notifications

Tasks

• Reassign Tasks Using Staff Tasks (video)
• How to Complete Tasks (video)
• Updating Task Progress (video)
• Target Dates (video)
• Using the Task List
• Creating a New Task

• Workflow

Clients

• Client and Document Portal
• Client Portal

• Client List
• New Client
• Documents
• AML ID & Credit Checks
• Client File

Invoicing

• Viewing Debtors
• Viewing Monthly Invoicing Totals
• Invoice Logo and Settings
• Generating Invoices
• Invoicing (video)

Time

• Time Logs (video)
• Timesheets
• Task Time Log
• Logging Time

Resources

• Client Resources
• Practice Resources

Tools

• Fees Projection
• Custom Forms
• Email Manager

• Integrations

Settings

• My Details
• My Settings
• Account Settings
• Automation Settings
• Staff
• Templates
• Portal Branding