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
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
17 Articles
- Fee Arrangements Overview
- 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?
Roles
1 Article
Time
25 Articles