Connor Brown
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Recent activity by Connor Brown-
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...
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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...
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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...
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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...
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Table Settings
Table Settings allow you to rearrange how items are displayed on the Clarra interface. Table Settings can be accessed across many sections of Clarra, by selecting the box containing a table icon. T...
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Regional Formatting
Region-specific values in Clarra can be customized to align with wherever your business operates. You can customize formatting for dates, numbers, and currency in just a few easy steps. Keep in min...
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Invoices
The Invoices feature lets Users easily create Invoices based on data in Clarra and send those Invoices to relevant external parties directly from Clarra (with Communications enabled). You can also ...
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What are Clarra's Different Search Features?
Clarra offers Users two primary search options — Global Search and Contextual Search. Both types of search allow you to apply filters after entering the initial search term. Global Search appears o...
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Custom Reports
Custom Reports allow you to create tailored Reports providing specific and targeted information. Creating a Custom Report is simple and can be done in just a few steps. Custom Reports are dynamic, ...
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Matters Connection
All Accounting features are connected to Matters and/or Clients. Forecasts, Expenses, and Payments must be connected to a Matter. Invoices can be connected to Matters and Clients. Clients must be c...