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