Activity Plans/Templates
12 Articles
- Introduction to Activity Plans
- How do I create an activity plan template?
- How do I create a new activity plan?
- Can the activity plan start date be modified later?
- How do I delete an activity plan?
- How do activity plan dependencies work?
- Creating an Activity Plan via Code
- Adding an Activity to an Activity Plan via Code
- Updating an Activity Plan via Code
- Deleting an Activity Plan via Code
AdvoDoc Document Assembly
10 Articles
- What is AdvoDoc?
- How do I create an AdvoDoc template?
- The AdvoDoc Template Designer
- Advanced AdvoDoc Template Features
- How do I create a new document with AdvoDoc?
- AdvoDoc Input Wizard
- Creating an AdvoDoc Document via Code
- Creating an AdvoDoc Document via Process Builder
- Post Processing API Callback
- Can I produce documents for other objects?
Budgets
9 Articles
- Introduction to Budgets
- Budget Templates
- Budget Summary⚡Component
- How do I batch edit my budget details?
- How do I import/export my budget details?
- Generate an AdvoDoc Budget Document
- Introduction to Matter Budgeting (deprecated)
- Budget vs Actual Component (deprecated)
- Budgeting for Matters (deprecated)
Conflict Checking
7 Articles
Fee Arrangements
16 Articles
- Introduction to Fee Arrangements
- How do I create a fee arrangement?
- How do I create a matter fee arrangement?
- Manage Parties⚡Component
- Settlement Calculator⚡Component
- Matter Fee Arrangement Based Time Execution Logic
- Matter Fee Arrangement Based Expense Execution Logic
- Introduction to Budget Matter Fee Arrangements
- How do I retrieve matter fee arrangements via automation?
- How do I create a fixed fee matter fee arrangement for a matter via code?
Roles
1 Article
Time
25 Articles