AdvoLogix Help

Matter Management Functional Hierarchy

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The following topics represent unique value-added functionality provided by AdvoLogix. Standard platform functionality is not listed (e.g. personal calendars, files, email, etc).

Application Global Functionality

Activity Plans

AdvoDoc

AdvoLogix Kanban

AdvoLogix Setup

Application Guide

Assignment Rules

Focus Matters

Mass Email (any object)

Global Matter Calendar

Global Matter Gantt

Participation Map (any object)

Related Files

Task Checklist

Standard List Views for Custom Objects

Matter Functionality

AdvoLogix Kanban

At a Glance

Budget vs Actual

Budget Editor

Comments

Conflict Checks

Court Entities

Files and Content (or AdvoLogix Related Files Component)

Intake Forms

Launchers for:  

Matter Calendar

Matter Gantt

Matter Hierarchy

Matter Intake Form (optional install)

Matter Planner

Matter Search

Matter Timeline

Mass Email (matter list and participant related list)

Participant List Component (dynamic filters)

Participation Map

Participants (Batch Add)

Related Email Panel

Task Checklist

Standard Related Lists for AdvoLogix Custom Objects (related to the Matter)

Account Functionality

AdvoLogix Kanban

Launchers for:  

Participation Map (any object)

Related Files

Participant List Panel (dynamic filters) 

Task Checklist

Standard Related Lists for AdvoLogix Custom Objects  (related to the Account)

Contact Functionality

AdvoLogix Kanban

Participation Map

Participant List Panel (dynamic filters) (AdvoLogix Spring 2017)

Related Email Panel

Related Files

Task Checklist 

Standard Related Lists for AdvoLogix Custom Objects  Related to the Contact

User Functionality

Auto-create Timekeeper

Participation Map

User  Workflow in Action Plans

Timekeeping Functionality

Batch Time

Mobile Timer

Multi Timer

Rates and Rate Groups

Sidebar Timer

Timekeepers

Timesheet

Billing and Accounting Functionality

Accounting Seed Integration

Billing Preview

Export Templates

Multiple Currency Support

Home Page Components

Focus Matters (Lightning)

Matter Calendar (global)

Multi Timer

My Matters (Classic)

Mobile Applications

Focus Matters

Matter Calendar

Multi Timer

Timer for Mobile

Lightning Experience Components

Please see this article for an in-depth overview of  AdvoLogix Lightning Experience components.

AdvoLogix Status Component

Batch Conflict Check

Date Calculator

Focus Matters Lightning Component

Focus Matters Lightning Page

Intake Launcher Lightning Component

Kanban Component

Matter Calendar Lightning Component

Matter Calendar Lightning Page

Matter Timeline Lightning Component

Multi Timer Lightning Component

Matter Search

Participation Map Lightning Component 

Related Files Component

Related Matters in Email Applications

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Configuration & Automation (MM)

Administrator Notes 5
AdvoLogix Setup Tab 18
Digital Experiences (Communities) 1
Technical Design 7
Assignment Rule Sets 7
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