Connor Brown
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Recent activity by Connor Brown-
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...
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Configuring Timekeeping
Timekeeping is a transformative feature on Clarra that can be customized extensively, and even repurposed should your company choose to prioritize different needs. Time Tracking can be enabled or d...
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Matter 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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Analytics
Clarra’s Analytics Dashboards provide Users with an interactive interface to gain insights across various sections of Clarra. Powered by Domo, Clarra Analytics makes it easy to ask and answer impor...
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Accounting Use Cases
Clarra’s Accounting features meet the needs of a wide variety of firms, adaptable to both size and practice area. From tracking Expenses, to automating Payments, to making Matter-specific data read...
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Create a New Timeslip
Clarra’s Timekeeping section is designed to be flexible to your needs, customizable to have Time Tracking Enabled or Disabled, and cohesive with the broader workflow across Clarra. With Time Tracki...
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Import
Clarra’s Import feature allows you to seamlessly integrate your existing workflows with Clarra’s easy-to-use interface. The Import feature makes Clarra compatible with forms and organizational meth...
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Email Communications and Logging
Send and Receive Emails in ClarraYou can send and receive emails within Clarra by connecting your Outlook or Gmail account to Clarra. This synchronizes the Send an Email feature in the Communicatio...