Connor Brown
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Recent activity by Connor Brown-
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...
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Manager 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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Accounting Overview
Clarra’s Accounting features provide Users with a centralized and organized means to track transactions and payments. The all-in-one platform conveniently and effectively covers your Accounting nee...
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Export
Export lets you take information out of Clarra. The Export feature makes it easy to download information from Clarra to either share with people outside the platform or for your own digital or phys...
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Communications Section Overview
Clarra’s Communications features allow Users to effectively organize and track communication records with both internal and external parties. Communications items (calls, emails, texts) that are lo...
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Create a New ClarraDocs Item
ClarraDocs is Clarra’s document storage feature that allows you to keep track of all of your final documents and correspondence. This does not replace your document management system (DMS) or file ...
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Customizing Plaintiff Properties
Before adding Plaintiffs, it’s helpful to add Custom Fields to the Plaintiff Info and Plaintiffs Profile Form pages. This allows you to specify the information you wish to track for Plaintiffs conn...