Recent updates
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Upgrade the Matter Management Package
Updated onArticleThe following instructions will allow your organization to upgrade an existing installation of AdvoLogix. Please refer to the release notes prior to installing an upgrade. This process should be completed by your organization's Administrator. For security purposes your Administrator will be required to log in one or more times during this process.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) Administrator Notes
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How do I delete an activity plan?
Updated onArticleActivity Plans may be deleted (or removed) from a matter. Deleting an Activity Plan may require additional steps, depending on the stage of the Activity Plan.
MATTER MANAGEMENT (MM) Use & Learn (MM) Activity Plans/Templates
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August 2023, Version 1.140.x
Updated onArticleAdvoLogix Matter Management Release (version number 1.140.x)
AdvoLogix has adopted a continuous development model where releases are made available in a monthly cycle. Each release may include new features, bug fixes, and/or minor improvements as well. The releases are not automatically pushed to your organizations but can be updated from the AdvoLogix Setup tab within our application. Click here for help with upgrading your organization to the latest release of AdvoLogix Matter Management.
MATTER MANAGEMENT (MM) Release Notes & Knowledge Base Articles (MM) Release Notes (MM)
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How do I create a new document with AdvoDoc?
Updated onArticleAdvoDoc has been designed to flow within your business process automation system. AdvoDoc assembly can be completely automated under a wide variety of use cases. Documents can also be created manually or on-demand at any time.
MATTER MANAGEMENT (MM) Use & Learn (MM) AdvoDoc Document Assembly
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Creating & Modifying a CalendarRules Docket
Updated onArticleDockets are the result of applying a CalendarRules trigger to an AdvoLogix matter. Dockets represent a series of activities grouped by virtue of a common time-line objective. This results in the ability to manage a group of interconnected Activities that move forward independently of (and/or in unison with) each other.
ADDITIONAL INTEGRATIONS CalendarRules Use & Learn (CR)
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Working With an SOP Log
Updated onArticleThe SOP Log view provides access to information and actions relevant to the underlying log record. This page layout and the underlying data can be customized to suit specific use case scenarios.
ADDITIONAL INTEGRATIONS CT SOP (Service of Process) Use & Learn (CT SOP)
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Getting Started With the UniCourt Integration
Updated onArticleBefore your organization can begin using the AdvoLogix integration for UniCourt you must contact AdvoLogix to request access to the UniCourt integration package as well as establish a subscription with UniCourt.
ADDITIONAL INTEGRATIONS UniCourt Getting Started (UniCourt)
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Retrieve Your UniCourt Account's API Key
Updated onArticleAll API requests to UniCourt require an API Key. This can be generated from your UniCourt account as explained below.
ADDITIONAL INTEGRATIONS UniCourt Configuration & Automation (UniCourt)
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How do I use the UniCourt Search⚡component?
Updated onArticleThe AdvoLogix UniCourt Integration provides an easy way to search for cases within your AdvoLogix environment by using a dedicated Lightning Component. This component can be placed on the Home Page, a Record Page or the Utility Bar of your Lightning application.
ADDITIONAL INTEGRATIONS UniCourt Use & Learn (UniCourt)
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Working With a UniCourt Case
Updated onArticleThe UniCourt Case view provides access to information and actions relevant to the underlying UniCourt Case record. This page layout and the underlying data can be customized to suit specific use case scenarios.
ADDITIONAL INTEGRATIONS UniCourt Use & Learn (UniCourt)