AILaw Helpdesk

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  • 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...

  • 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...

  • 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...