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MATTER MANAGEMENT
Use & Learn (MM)
Configuration (MM)
Setup (MM)
SPEND MANAGEMENT
Use & Learn (SM)
Configuration (SM)
Setup (SM)
Spend Management
ADDITIONAL PRODUCTS
iManage
SharePoint
Google Drive
Accounting Seed
UniCourt
CT SOP
CalendarRules
NetDocuments
Worldox
DrawLoop
Box
STANDARD SALESFORCE FUNCTIONALITY
Use & Learn ☁️
OTHER
Administration Guide
Technical Support
Some Basics Before Starting
2 Articles
AdvoLogix Web-Based Solution
AdvoLogix Web-Based Solution (legacy)
Step 1: Company Settings
1 Article
Company Settings Overview
Step 2: User Setup
4 Articles
Onboarding a New User
How to Create a User
Assign Users to the AdvoLogix Package
User Profiles
Step 3: Accounts
2 Articles
Introduction to Accounts
How do I create an Account?
Step 4: Contacts
2 Articles
Introduction to Contacts
Creating a New Contact
Step 5: Matters
2 Articles
Introduction to Matters
Create a Matter
Step 6: Timekeeping
3 Articles
Timekeeping Setup
The Sidebar Quick Timer (legacy)
How do I add Time from a Matter?
Step 7: Personalization & Customization
4 Articles
Application Setup & Customization Menus
Customizing the Home Page (legacy)
Create New Page Layouts
Add a Custom Field
Transferring / Importing Your Data
4 Articles
How can I quickly get started importing my data?
Creating Export Files for the Import Wizards
Importing Accounts and Contacts
Importing Custom Objects
Advanced Topics
6 Articles
Configuring List Views
Edit Page Layouts
Configuring Drop-Down Lists
Defining Dependent Picklists
How do I edit multiple records?
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