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Advologix Matter Management

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AdvoLogix Matter ManagementAdministrationGetting Started

Getting Started

Some Basics Before Starting
- AdvoLogix Web Based Solution
Step 1: Company Profile
- Company Profile Overview
- Company Information
Step 2: User Setup
Step 3: Accounts
- Introduction to Accounts
- Creating a New Account
Step 4: Contacts
- Introduction to Contacts
- Creating a New Contact
Step 5: Matters
- Introduction to Matters
- Create a Matter (Classic)
Step 6: Timekeeping
Step 7: Personalization & Customization
Transferring / Importing Your Data
Advanced Topics

Topics

Some Basics Before Starting 1
- AdvoLogix Web Based Solution
Step 1: Company Profile 2
- Company Profile Overview
- Company Information
Step 2: User Setup 4
Step 3: Accounts 2
- Introduction to Accounts
- Creating a New Account
Step 4: Contacts 2
- Introduction to Contacts
- Creating a New Contact
Step 5: Matters 2
- Introduction to Matters
- Create a Matter (Classic)
Step 6: Timekeeping 3
Step 7: Personalization & Customization 4
Transferring / Importing Your Data 4
Advanced Topics 6

Other Resources

Application Guide
Accounts
Matters
Contacts
Activities: Tasks & Events
Communication
Comments, Files, & Content
Time & Expenses
Calendars & Planning
Reports & Dashboards
Productivity
Administration
Training Guide
Getting Started
User Guide
Administration Guide
Integration Guide
Installation Guide
Technical Support
Release Notes

Inline referenced article

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