Legal User Guides

Download comprehensive guides and documentation to help you master the matter management platform

Available Legal User Guides

5 guides

System Overview

Complete introduction to the legal management system, core features, and getting started guide.

Reporting and Analytics

Learn how to generate reports, analyze case data, and gain insights from your legal practice metrics.

Staff Member Management

Guide for managing legal staff, attorneys, roles, permissions, and team coordination.

Legal Case Management

Comprehensive guide for managing legal cases, documents, deadlines, and case workflows.

Client Management

Learn how to manage client relationships, profiles, communication, and client documentation.

Need Additional Help?

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