First steps 8

• Add your first client
• Add your first matter
• Add your first time entry
• Your user details
• Your Company Details

View all 8

Revenue 11

• Graphical Time Entries
• Adding time entries
• Adding travel
• Adding products
• Pricing overview

View all 11

Expenses 2

• Add expenses
• Deleting expenses

Matters 14

• What is a matter?
• Create matter
• Import matters
• Matter templates
• Deleting a matter

View all 14

Clients 6

• Create a client
• Create a foreign client
• Create new contact
• Import clients
• Special prices for a client

View all 6

Search 3

• Universal search
• Search in tables
• Search within a matter

Invoicing 5

• Tax setup
• Exclude matters from billing
• Currencies
• Invoicing in different currencies
• See total outstanding balance

User management 4

• Adding users
• User roles
• Change your password
• Adding a profile picture

Events 4

• What is an event?
• Sync events with other calendar apps
• Event vs. Task
• Adding an event

Tasks 2

• What is a task?
• Adding a task

Reports 5

• Reports
• Visual reports
• Work report for a matter
• Work report for a client
• Export tables as an Excel document

Service portal 5

• What is the service portal?
• Adding users to the service portal
• Setup of custom URL
• Button for the service portal on your website
• Service portal branding

Subscription management 1

• Payments

Integrations 1

• Outlook integration