Reading path
For the firm administrator
You set the firm up and keep its registers current. Most of what the firm decides lives in settings you maintain, and every change is audited.
- 01Sign in and turn on two step sign inSign in at your firm's own address, set a strong password, and protect the account with an authenticator app or an emailed code.
- 02Set up your firmThe firm's profile, offices, bank accounts, logo and letterhead, completed before anyone else starts work.
- 03Firm settings and numberingThe rules the firm decides, kept as settings with a history, and the pattern every matter, bill, receipt and journal number follows.
- 04Practice areas, matter types and custom fieldsThe areas the firm practises in, the kinds of matter under each with their defaults, and the extra fields the firm wants recorded.
- 05The courts and judges registerThe courts the firm appears before, by class, with their divisions, registries and judges, kept by the firm itself.
- 06Holidays, court vacations and firm closuresThe one calendar that says which days nobody works, which every deadline count and the diary read.
- 07Leave, practising licences and CPDLeave that is decided by somebody else and shows what the absence puts at risk, the firm's practising licences by year, and CPD against the requirement.
- 08Codes and integrationsThe activity, task and disbursement codes time and money are recorded against, and the firm's credentials for mail, text messages and other services.
- 09Roles, permissions and scopesWhat a person may do is decided by the permissions their roles grant, each at a scope, never by the name of their role.
- 10Change what a person may doInvite a person, give them roles, add or take away a single permission for them, and deactivate them when they leave.
- 11Task templates and workflowsKeep the steps a kind of matter always needs as a workflow, laid out as tasks with owners and due days when the matter opens.
- 12Deleted records and restoreNothing a person deletes is destroyed. It is marked with who, when and why, stays readable on its own page, and can be restored.