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 "Ed...
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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...
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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. Team account Location: drop-down list => Team Management=> Team Account 1. Create New A...