Connor Brown
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Articles
Recent activity by Connor Brown-
Template Creation and Document Generation
Many companies rely on templates to send standardized documents and forms to clients, and Clarra’s Template and Document Generation feature provides a convenient and reliable way to merge data from...
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Outlook Calendar Sync - Settings and Notifications
When you integrate Clarra with your Microsoft Outlook Calendar, Clarra automatically runs checks to ensure proper synchronization between your Outlook Calendar and Clarra Events. When a discrepanc...
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Analytics Dashboard
There are 4 types of Dashboards available on Clarra designed to make your experience even more fluid, and keep the information you want readily accessible. The Dashboard is the first page you see w...
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ClarraDocs AI Summarization
The ClarraDocs AI Summarization feature speeds up the process of adding a new ClarraDocs Item by automatically filling in fields. Clarra’s AI scans uploaded files to create Attachment Summaries, pr...
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AI Timekeeping
Clarra’s AI Timekeeping feature is designed to boost efficiency and reduce time spent on menial data entry. With just the click of a button and a short prompt, you can generate a Timeslip with Clar...
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Accounting Access
To use Accounting features on Clarra, Users must first be granted Accounting permissions and then assigned Accounting Access within individual Matters. Having two layers of permissions ensures secu...
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Communication Email Bcc Integration
Clarra’s Communication Email Bcc Integration provides Users with a simple and secure way to automatically log emails to Clarra from their external Gmail or Outlook client. Users simply type a Matte...
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Event Views
The Events section displays all Events related to your Matters in two main views: Calendar View for a visual layout and List View for detailed information. These options cater to Users who prefer e...
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Adding New Plaintiffs
Creating a new Plaintiff is similar to adding a Contact. It's beneficial to set up Custom Fields for the Plaintiff Info page beforehand, allowing you to fill them out during creation. While you can...
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Customizing Matters Properties
Clarra is designed to be adaptable to meet your needs. When creating a new Matter, there are many fields that can be modified to align with your company’s terminology and data requirements.There ar...