Connor Brown

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  • Create and Edit Plaintiffs with Custom Fields

    The Plaintiffs Section makes it easy to organize information related to an Individual connected to your Matters. It includes customizable pages, so Users in legal fields can tailor it to their spec...

  • Getting Started Tutorials

    This article includes 3 in-depth narrated tutorials covering the foundational aspects of Clarra. You'll learn how to add new Users, customize key Properties, and add new Matters and Events. The lev...

  • Using the ClarraDocs Predictive Filing Feature with NetDocuments

    The Predictive Filing Feature makes routing ClarraDocs Uploads to specific Folders in NetDocuments simple. This video reviews how to set up the feature and use it to make document organization with...

  • Bulk Generate Documents from a Template

    The ability to bulk generate documents on Clarra saves you time and ensures consistency between documents that you'd like to follow a uniform template. This feature is easy to use and draws from da...

  • Create and Edit a Matter with Custom Fields

    This video shows how to create a New Matter and utilize Custom Fields to include additional information tailored to your workflow. The example here follows a Matter that includes Insurance Informat...

  • Using Clarra Events for Docketing with CalendarRules

    The CalendarRules Integration makes it easy to automatically schedule related Events on Clarra, calculating Event Dates based on the assigned Court Rules. With just a few clicks, you can generate m...

  • Control the Visibility of Custom Fields

    Clarra offers a variety of ways to ensure Users only see the information your company's Administrators allow them to see. With Custom Fields, specific safeguards include determining view and edit a...

  • Create a Custom Field

    Custom Fields provide the ability to place additional, tailored information exactly where you'd like in several Sections of Clarra. The video below provides an in-depth review of creating a Custom ...

  • Create and Edit Timeslips

    Timeslips make it easy to keep track of your time spent working on Matters, and include that data in various reports as well as generated invoices. This video reviews how to log timeslips manually,...

  • Restrict Access to Matters and Accounting

    Clarra offers a variety of ways for Administrators to determine the information Users have access to. View and edit access can be restricted by Matter, and Accounting access can be granted separate...