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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 7

Other Resources

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

Inline referenced article

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