Connor Brown
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Recent activity by Connor Brown-
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...
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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...