Activity Plans/Templates
10 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
- Deleting an Activity Plan Via Code
- Updating an Activity Plan Via Code
- Creating an Activity Plan Via Process Builder
AdvoDoc Document Assembly
11 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?
Conflict Checking⚡
8 Articles
Expenses
1 Article
Intake Forms
8 Articles
Rates
10 Articles
- Rates & Rate Groups Sub-Tabs
- Adding Rates Directly From a Matter
- Editing Rates Directly From a Matter
- Adding Rates From AdvoLogix Setup: Rates Sub-Tab
- Editing Rates From AdvoLogix Setup: Rates Sub-Tab
- Copying Rates Through Automation or Code
- Adding Rates Directly to a Rate Group
- Editing Rates Directly From a Rate Group
- Adding Rate Groups
- Editing Rate Groups
Time
24 Articles