General

Getting Started

• 1. Add New Users
• 2. Customize Key Properties
• 3. Create a New Matter
• 4. Create a New Event

Account Settings

• Account & Billing
• Account Settings
• Admin Guide Overview
• Company Info
• Data Properties
• How do I add new users to my organization?

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Accounting

• Accounting Access
• Accounting Overview
• Accounting Use Cases
• Accounts
• Enabling Confido Payment Integration
• Expenses

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ClarraDocs

• ClarraDocs Predictive Filing Feature
• Template Creation and Document Generation
• ClarraDocs AI Summarization
• Create a New ClarraDocs Item
• What is ClarraDocs?

Communications

• Communication Email Bcc Integration
• Communications Section Overview
• Email Communications and Logging
• Phone Call Logging
• Text Communications and Logging

Contacts

• Contact Types, Connection Types, and Tags
• How do I create a contact?
• What are Contacts?
• What is the Difference between Contacts and Users?

Customization

• Access Control for Custom Fields
• Add Custom Fields
• Custom Field Groups
• Custom Field Types
• Custom Major Section Headers and Section Headers
• Editing Global Properties

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Dashboards

• Analytics Dashboard
• Manager Dashboard
• Matter Dashboard
• Standard Dashboard

Data Management

• Event Views
• Export
• Import
• Matter Views
• Saved Views
• Table Settings

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Events

• Can I bulk edit events?
• Can I change the date of a related event only?
• Can I edit a related event after it was created with the Docket Calculator?
• Event Codes
• How do I calculate dates with CalendarRules?
• How do I create an event?

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Integrations

• About CalendarRules
• Benefits of using CalendarRules
• CalendarRules FAQ
• Clarra API Guide
• Google Drive Integration
• How to Enable CalendarRules

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Matters

• Customizing Matters Properties
• Differences in Team Member Types
• How do I create a new matter?
• How do I know if a Matter is Complex or Not?

Plaintiffs

• Adding New Plaintiffs
• Customizing Plaintiff Properties
• Plaintiffs Section Overview
• Renaming Plaintiffs and Profile Form

Reports

• Accounting Report
• Activity Report
• Analytics
• Audit Trail By User
• Billed Hours by Timekeeper - Detail
• Billed Hours By Timekeeper - Summary

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Sign Up

• How do I sign up for Clarra?
• How much does Clarra cost?

Timekeeping

• AI Timekeeping
• Configuring Timekeeping
• Create a New Timeslip
• Customizing Activity Codes and Task Codes

User Settings

• Outlook Calendar Sync - Settings and Notifications
• Can I set my time zone?
• Can I sync my Clarra calendar with my Outlook or Google calendar?
• How can I edit my profile information?
• How can I manage my notifications?
• How can I reset my password?

See all 7 articles