AILaw Helpdesk

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Latest activity by AILaw Helpdesk
  • AILaw Helpdesk created an article,

    How can I update a client's email address to share the case with them?

      Step 1: Navigate to the "Client" menu and select "Client Accounts." Step 2: Click on "Details" next to the desired client account to open its detailed information page. Once there, click the "Edi...

  • AILaw Helpdesk created an article,

    Case Template Guide

    I. Introduction   A case template is a predefined set of tasks, forms, and case preparation procedures that can be used for a type of case.   In this article, we will introduce you to how you can c...

  • AILaw Helpdesk created an article,

    Team Account and Attorney Profile Management -- Admin Users ONLY

    Team Account Management Team Account section is where you can add, edit, or delete your staff's accounts.   To Manage the Team Account, please go to 1 & 2. Team account Location: drop-down list => ...