General

Integrations

• iManage Integration

Getting Started

• 1. Add New Users
• 2. Customize Key Properties
• 3. Create a New Matter
• 4. Create a New Event
• How much does Clarra cost?
• How do I sign up for Clarra?

Customization

• Editing System Properties
• Editing Global Properties
• Adding Custom Fields
• Custom Field Types
• Custom Field Groups
• Custom Major Section Headers and Section Headers

Users

• Differences in Team Member Types
• How do I add new users to my organization?

Matters

• How do I create a new matter?

Events

• What are Milestones?
• Can I bulk edit events?
• What is Message Assignees?
• Can I change the date of a related event only?
• What if my trigger date changes?
• How do I know what related events are calculated for a trigger date?

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ClarraDocs

• How do I create a ClarraDoc item?
• What is ClarraDocs?

Contacts

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

Reports

• Docketing Report
• Audit Trail By User
• Activity Report
• Trial Calendar
• Timekeepers Report
• Rate Sheet

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CalendarRules

• CalendarRules FAQ
• Benefits of using CalendarRules
• About CalendarRules

User Settings

• How can I reset my password?
• Can I sync my Clarra calendar with my Outlook or Google calendar?
• What integrations are available?
• How can I manage my notifications?
• Can I set my time zone?

My Profile

• How can I edit my profile information?

Clarra Admin Guide

• Clarra API Guide
• Data Properties
• Account & Billing
• Privacy and Security
• Integrations
• Roles

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