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
- Updating an Activity Plan via Code
- Deleting an Activity Plan via Code
- Creating an Activity Plan via Process Builder
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?
Conflict Checking⚡
7 Articles
Fee Arrangements
13 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
- Retrieve a Matter Fee Arrangements via Code
- How to create a fixed fee matter fee arrangement for a matter via code?
- How to create a contingency fee matter fee arrangement for a matter via code?
Rates
12 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
Roles
1 Article
Time
24 Articles
Transactions
1 Article