Connor Brown
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Activity overview
Latest activity by Connor Brown-
Connor Brown created an article,
Custom Rule Sets Feature by Feature Breakdown
This article offers a series of video tutorials covering Custom Rule Sets. It begins with a long-form deep dive video covering the feature as a whole, then moves to shorter videos that break down e...
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Connor Brown created an article,
Getting Started Video Tutorial
The video below goes over key aspects of getting started on Clarra in the form of a narrated tutorial. It covers how to add new Users, customize key Properties, create a Matter, and add Events.
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Connor Brown created an article,
Create Custom Rule Sets for Event Automation
The Custom Rule Sets feature makes scheduling series of related Events simple and efficient. This video reviews how to set up Rule Sets to determine the relationship between Trigger Events and Rela...
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Connor Brown created an article,
Integrate iManage with Clarra
Clarra offers several Document Management System Integrations, making it so that you can connect your files and workflow in Clarra with an external DMS. This video reviews how to enable and utilize...
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Connor Brown created an article,
Integrate NetDocuments with Clarra
Clarra offers several Document Management System Integrations, making it so that you can connect your files and workflow in Clarra with an external DMS. This video reviews how to enable and utilize...
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Connor Brown created an article,
Create a Template and Generate a Document from the Template
Clarra's Template and Document Generation feature is a great way to save time and ensure consistency across standardized documents. Simply upload a template to Clarra, and the information you'd lik...
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Connor Brown created an article,
Create a New ClarraDocs Item
With ClarraDocs, uploading and organizing files on Clarra is easy and efficient. This video reviews how to add new ClarraDocs Items, take advantage of Docketing features to schedule Events, and uti...
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Connor Brown created an article,
Create and Edit Plaintiffs with Custom Fields
The Plaintiffs Section makes it easy to organize information related to an Individual connected to your Matters. It includes customizable pages, so Users in legal fields can tailor it to their spec...
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Connor Brown created an article,
Getting Started Tutorials
This article includes 3 in-depth narrated tutorials covering the foundational aspects of Clarra. You'll learn how to add new Users, customize key Properties, and add new Matters and Events. The lev...
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Connor Brown created an article,
Using the ClarraDocs Predictive Filing Feature with NetDocuments
The Predictive Filing Feature makes routing ClarraDocs Uploads to specific Folders in NetDocuments simple. This video reviews how to set up the feature and use it to make document organization with...