Connor Brown

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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...

  • 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 ...

  • 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...

  • Enabling Confido Payment Integration

    The Confido Payment Integration provides Users with a convenient and secure payment processing platform fully synchronized with Clarra. With Confido, Clarra Users can include Payment Links on gener...

  • Text Communications and Logging

    Send and Receive Texts in ClarraYou can send text messages to Contacts directly from Clarra with the Twilio integration enabled. Sending a text automatically logs a record of the message in Clarra,...

  • Expenses

    The Expenses feature enables users to track costs by Matter and even split Expenses across different Matters. This Matter-focused approach distinguishes Clarra from other Accounting systems that ar...

  • Saved Views

    Saved Views in Clarra help you quickly access your preferred displays with selected filters for easy information retrieval. You can set a Saved View as your default, ensuring your customized displa...

  • File Type Restrictions

    You can upload files to a variety of sections on Clarra. Sections that support file uploads include: ClarraDocs Events Recoveries Plaintiffs Matters - Custom Fields Contacts - Custom Fields To up...

  • Integrations

    AuthenticationYour organization’s Admin can enable SSO Authentication for Clarra Users to log in via Google or Microsoft. Only one authentication method can be enabled at a time. To switch authenti...

  • Forecast

    The Forecast feature records projections for Revenue and Expenses. Forecasts help you plan with confidence and budget with precision. With Clarra, you can easily compare Forecasts with actuals to b...