Connor Brown
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Articles
Recent activity by Connor Brown-
Manage and Reassign Matters and Events
Learn how to quickly reassign Matters and Events from one User to another. This video shows how to reassign all of a User's Events to another User or select specific Events, and describes some of t...
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Navigating the Clarra Analytics Dashboard
Clarra's Analytics Dashboard provides an interactive, filterable, data-driven means by which to gain insights into your company's profitability, efficiency, and more. This video shows the wide vari...
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Manage Saved Views and Update Table Settings
Saved Views allow you to access Custom Filters with just a click, so you see relevant information and data instantaneously. Table Settings offer a convenient way to organize how information is disp...
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Navigating Clarra Dashboards
Clarra offers Users several Dashboards that streamline your workflow with quick access to tools and shortcuts to various Reports and Sections. This video provides an overview of the Standard, Manag...
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Template Creation and Document Generation
Many companies rely on templates to send standardized documents and forms to clients, and Clarra’s Template and Document Generation feature provides a convenient and reliable way to merge data from...
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Outlook Calendar Sync - Settings and Notifications
When you integrate Clarra with your Microsoft Outlook Calendar, Clarra automatically runs checks to ensure proper synchronization between your Outlook Calendar and Clarra Events. When a discrepanc...
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Analytics 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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ClarraDocs AI Summarization
The ClarraDocs AI Summarization feature speeds up the process of adding a new ClarraDocs Item by automatically filling in fields. Clarra’s AI scans uploaded files to create Attachment Summaries, pr...
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AI Timekeeping
Clarra’s AI Timekeeping feature is designed to boost efficiency and reduce time spent on menial data entry. With just the click of a button and a short prompt, you can generate a Timeslip with Clar...
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Accounting Access
To use Accounting features on Clarra, Users must first be granted Accounting permissions and then assigned Accounting Access within individual Matters. Having two layers of permissions ensures secu...