Connor Brown
- Total activity 142
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 59
Articles
Recent activity by Connor Brown-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
Bulk Generate Documents from a Template
The ability to bulk generate documents on Clarra saves you time and ensures consistency between documents that you'd like to follow a uniform template. This feature is easy to use and draws from da...
-
Create and Edit a Matter with Custom Fields
This video shows how to create a New Matter and utilize Custom Fields to include additional information tailored to your workflow. The example here follows a Matter that includes Insurance Informat...
-
Using Clarra Events for Docketing with CalendarRules
The CalendarRules Integration makes it easy to automatically schedule related Events on Clarra, calculating Event Dates based on the assigned Court Rules. With just a few clicks, you can generate m...
-
Control the Visibility of Custom Fields
Clarra offers a variety of ways to ensure Users only see the information your company's Administrators allow them to see. With Custom Fields, specific safeguards include determining view and edit a...