Recent updates
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Using the AdvoLogix Kanban
Updated onArticleThe drag and drop nature of the interface improves user productivity by allowing quick changes to task status and user assignments using the techniques described in this article.
MATTER MANAGEMENT (MM) Use & Learn (MM) Kanban (AdvoLogix)
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Matter Intake Form (legacy)
Updated onArticleChanges for AdvoLogix Summer 18
The addition of the new AdvoLogix Intake Designer eliminates the need for this optional add-on.
MATTER MANAGEMENT (MM) Use & Learn (MM) Intake Forms
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Can I extend intake forms for other base objects?
Updated onArticleThe intake form's Base Object refers to the primary record created by an intake form. By default, intake forms support Matters, Accounts, and Contacts as base object options. This capability may be extended using the following techniques.
MATTER MANAGEMENT (MM) Use & Learn (MM) Intake Forms
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How do I edit an Event?
Updated onArticleAn Event can be edited in a few ways.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Events
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How do I create an Event?
Updated onArticleAn Event can be created in several different ways.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Events
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Contingency Billing
Updated onArticleThis article discusses using the AdvoLogix Accounting Seed integration for contingency billing. For the intent of this article, contingency billing is generally defined by the following characteristics:
- The client is not billed for fees until the conclusion of the matter.
- The billable fees are (typically) based on the settlement amount, not an hourly rate.
- Time may be tracked but not for billable purposes.
- The firm's out of pocket expenses can be billed prior to the conclusion of the matter.
ADDITIONAL INTEGRATIONS Accounting Seed Use & Learn (AS)
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Introduction to Business Hours
Updated onArticleThe Business Hours configuration defines working hours and holidays primarily for use in calendaring and scheduling. The AdvoLogix platform allows organizations to configure multiple Business Hours definitions to support multiple business locations or court jurisdictions.
MATTER MANAGEMENT (MM) Use & Learn (MM) Date Calculations
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Initiating a Conflict Check Through Automation or Code
Updated onArticleThe AdvoLogix Conflict Check feature provides a rich set of extensibility options for initiating Conflict Checks. The Process Builder action allows organizations to Conflict Check automation within the visual workflow designer while our Apex class supports a wide variety of custom integration solutions by allowing organizations to create new Conflict Checks in a wide variety of ways.
MATTER MANAGEMENT (MM) Use & Learn (MM) Conflict Checking
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How do I share my personal calendar?
Updated onArticleYou can share your calendar with individual users, personal or public groups, the users in a particular role, or the users in a particular role plus all of the users in roles below that role. Calendar sharing can only be used to grant wider access to data, not to restrict access.
The available calendar access options vary depending on the organization-wide calendar sharing level set by your administrator. Only choices that make your calendar access less restrictive are available. Calendar sharing settings affect the visibility of items on a calendar, but do not give access to event detail pages.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Calendars
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Related Matters in Outlook and Gmail
Updated onArticleThe AdvoLogix Related Matters Lightning component provides users with quick access to relevant Matters and related details from within Lightning for Outlook and Lightning for Gmail.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Email