Connor Brown
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Recent activity by Connor Brown-
Plaintiffs Section Overview
The Plaintiffs section provides a centralized location to organize information related to a plaintiff’s involvement with a Matter. The Plaintiffs section allows you to track plaintiff-related infor...
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Standard 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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Accounts
The Accounts section sets the stage for the rest of the Accounting features, and you must set up relevant Accounts to create Invoices and track Payments.You can keep track of the balance of each Ac...
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Phone Call Logging
The Phone Call Logging feature on Clarra provides Users with an all-in-one platform to record call histories and associated information.Logged Calls allow you to:Document the date and time a call t...
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Matter Views
On the Matters Section Click the Matters section on the left to view all accessible Matters. The Matters List page gives an overview of your Matters and additional information. By default, it displ...
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Renaming Plaintiffs and Profile Form
Plaintiffs in Global Properties can be renamed to suit your company’s terminology without affecting functionality. For example, an insurance company might change "Plaintiffs" to "Claimants," a tale...
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Customizing Activity Codes and Task Codes
Clarra’s Timekeeping feature utilizes Activity Codes and Task Codes to better organize your experience. Similar to Event Codes, Activity and Task Codes provide you with instant insight into the act...
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Event Codes
Event Codes are fully customizable codes that let you understand and categorize an Event at a glance. They can be used to indicate what an Event is without having to select the Event and read its d...
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How do I know if a Matter is Complex or Not?
Certain Matters are considered Complex, often involving many parties, unusually large amounts of documentation, or particular judicial management. A case is considered complex when it includes one ...
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How to Enable CalendarRules
CalendarRules offers Users a reliable way to keep track of and update court deadlines and manage their cases accordingly. Users must first sign up for CalendarRules before integrating it with Clarr...