Recent updates
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How to create a contingency fee matter fee arrangement for a matter via automation?
Updated onArticleAdvoLogix provides a built-in Flow Action method to create contingency fee type of matter fee arrangement via Salesforce Flows.
MATTER MANAGEMENT (MM) Use & Learn (MM) Fee Arrangements
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How do I create a fixed fee matter fee arrangement for a matter via automation?
Updated onArticleAdvoLogix provides a built-in Flow Action method to create a fixed fee type of matter fee arrangement via Salesforce Flows.
MATTER MANAGEMENT (MM) Use & Learn (MM) Fee Arrangements
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How do I retrieve a list of matter fee arrangements via automation?
Updated onArticleAdvoLogix provides a built-in flow action method to retrieve a list of matter fee arrangements via Salesforce Flows by providing a matter as input.
MATTER MANAGEMENT (MM) Use & Learn (MM) Fee Arrangements
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Viewing or Editing UTBMS Code Sets
Updated onArticleUTBMS code sets allow you to organize groups of UTBMS codes for a specific matter for standardized time and expense logging.
MATTER MANAGEMENT (MM) Use & Learn (MM) UTBMS Codes
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Viewing or Editing UTBMS Codes
Updated onArticleUTBMS codes allow you to create itemized prices for specific or ad hoc chargeable items such as expenses or fixed fee items.
MATTER MANAGEMENT (MM) Use & Learn (MM) UTBMS Codes
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AdvoLogix Setup: Timekeeping: UTBMS Migration
Updated onArticleThe timekeeping UTBMS migration options pertain to how your organization chooses to migrate to the latest iteration of the UTBMS codes based tracking of time entries and expenses.
š§ Do you know where to find the AdvoLogix Setup tab? Ā
Go to the app launcher (waffle) and search for setup. Ā Select AdvoLogix Setup from the search results.MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab
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Introduction to Activity Plans
Updated onArticleActivity Plans provide structure and automation to your organization's planning and scheduling process.
MATTER MANAGEMENT (MM) Use & Learn (MM) Activity Plans/Templates
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Release Notes (SP)
Updated onArticleAdvoLogix now supports the ability to map folders to Salesforce records in a hierarchical structure. For example, your administrators can now define mapping configurations to map to a folder structure defined by a parent folder containing all child folders mapped to different Salesforce records. For more details, follow this link.
DOCUMENT MANAGEMENT INTEGRATIONS SharePoint Release Notes (SP)
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SharePoint Featured Itemsā” Component
Updated onArticleThe AdvoLogix Featured Items lightning component for SharePoint and Salesforce allow users to view a list of folders as shortcuts that your administrator has configured. The list is maintained within Salesforce and users can add or remove items from the respective instance of the Featured Items lightning component.
DOCUMENT MANAGEMENT INTEGRATIONS SharePoint Use & Learn (SP)
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SharePoint My Favoritesā” Component
Updated onArticleThe AdvoLogix My Favorites lightning component for SharePoint and Salesforce allows users to view and manage a list of folders as shortcuts that they frequently use. The list is maintained for the current logged-in user and remains private to other users of the organization.
DOCUMENT MANAGEMENT INTEGRATIONS SharePoint Use & Learn (SP)