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Advologix Matter Management

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AdvoLogix Matter ManagementGetting StartedSTEP 3: Accounts

Getting Started

STEP 3: Accounts
- Introduction to Accounts
- Creating a New Account

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Topics

Some Basics Before Starting 1
- AdvoLogix Web Based Solution
STEP 1: Company Profile 2
- Company Profile Overview
- Company Information <Video>
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
- Creating a Matter
STEP 6: Timekeeping 3
STEP 7: Personalization & Customization 5
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
Training Guide
Getting Started
User Guide
Administration
Administration Guide
Integration
Installation Guide
Technical Support
Release Notes

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