The AdvoLogix Setup tab allows users to search the online Help Guide (this publication), read the latest news from AdvoLogix and monitor application updates. Application and matter-specific settings are available in the AdvoLogix Setup (left) sidebar.
Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
This tab offers users a quick way to search the application guide, read recent news from AdvoLogix, and easily check the version of AdvoLogix installed within your environment.
Options for managing AdvoDoc features.
Options for managing enhanced reporting for budgets and actuals.
Options for managing Time and Timekeeping.
Options for managing Activity Plans.
At a Glance
Options for managing the At a Glance feature.
Options for managing the participant-based matter community sharing.
Options for managing AdvoLogix Conflict Checks.
Files and Content
Options for managing the AdvoLogix Files and Content panel.
Options for managing Focus Matters.
Options for designating Matter Key Dates.
Options for managing the Legal Hold process.
Options for managing the Matter calendar and scheduling components.
Options for managing Matter Participants.
Options on creating a Relationship Map template.
Options for managing the Matter Timeline.