Connor Brown
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Articles
Recent activity by Connor Brown-
Create a Custom Field
Custom Fields provide the ability to place additional, tailored information exactly where you'd like in several Sections of Clarra. The video below provides an in-depth review of creating a Custom ...
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Create and Edit Timeslips
Timeslips make it easy to keep track of your time spent working on Matters, and include that data in various reports as well as generated invoices. This video reviews how to log timeslips manually,...
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Restrict Access to Matters and Accounting
Clarra offers a variety of ways for Administrators to determine the information Users have access to. View and edit access can be restricted by Matter, and Accounting access can be granted separate...
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Create a Custom Field Group
Custom Field Groups allow you to associate up to 4 different Custom Fields, making it easy to organize related information. It's but one of many features on Clarra designed to give you control and ...
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Transforming Clarra for Non-Law Firms with Global Properties
Clarra's Matter Management capabilities extend to any industry, and you can customize Properties to make Clarra a perfect fit for your company's field and terminology. Doing so is easy, as reviewed...
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Disabling Timekeeping
Learn how to disable Time Tracking to transform the Timekeeping Section to fit another purpose, such as a Notes or Activity Log Section. This customizability helps you continue to maximize Clarra's...
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Configure Timekeeping
Learn how to customize the Timekeeping Section to better fit your company's terminology and billing protocols. You can rename the Timekeeping Section itself, as well as Activity Codes and Task Code...
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Accounting Features Overview
Learn about the wide variety of features available in Clarra's Accounting Section. From an Accounting Overview providing key information at a glance, to Revenue and Expense Forecasts, logging Expen...
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Create and Edit Contacts with Custom Fields
Custom Fields can be utilized to include additional information in Clarra, and the Contacts Section is particularly useful example of this. This video shows how to create a Custom Field denoting wh...
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Generate Reports
Clarra offers pre-built Standard Reports that provide useful information about specific Sections, requiring just a few clicks. This video shows how to generate a pair of Standard Reports, as well a...