Recent updates
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Sub-Matters
Updated onArticleSub-Matters allow users to relate a matter to an existing matter from the Sub-Matters related list.
- Sub-matters are a one-to-one relationship.
- Existing matters are always the Parent.
- New matters only display the relationship via the Parent Matter field.
MATTER MANAGEMENT (MM) Use & Learn (MM) Matters
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Billing Preview ⚡Component
Updated onArticleThe Billing Preview is useful for obtaining an immediate perspective on time and expenses relative to each account, matter and across the entire organization. Though the component has been designed to work in conjunction with accounting integrations, organizations will find the functionality quite useful for reviewing time and expense metrics at the account and matter levels.
MATTER MANAGEMENT (MM) Use & Learn (MM) Billings
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Set Up Permissions for Your Salesforce Users
Updated onArticleThe iManage Integration for Salesforce Powered by AdvoLogix has a built-in default set of permissions and permission sets that can be assigned to your users in Salesforce to grant functioning capabilities within the application.
DOCUMENT MANAGEMENT INTEGRATIONS iManage Getting Started (iM)
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Billing Preview⚡(legacy)
Updated onArticleThe Billing Preview is useful for obtaining an immediate perspective on time and expenses relative to each account, matter and across the entire organization. Though the component has been designed to work in conjunction with accounting integrations, organizations will find the functionality quite useful for reviewing time and expense metrics at the account and matter levels.
MATTER MANAGEMENT (MM) Use & Learn (MM) Time
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Featured Items Component Issues Identified Within the iManage API Impacting (iM)
Updated onArticleArticle #000001272
DOCUMENT MANAGEMENT INTEGRATIONS iManage Knowledge Base Articles (iM)
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Lightning Web Security (LWS) Impact to AdvoLogix Components (MM)
Updated onArticleArticle #000001274
MATTER MANAGEMENT (MM) Release Notes & Knowledge Base Articles (MM) Knowledge Base Articles (MM)
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Introduction to Intake Forms
Updated onArticleThe AdvoLogix Intake functionality allows organizations to create customized intake forms for a variety of use cases and business processes. An important feature of the intake system allows organizations to design a user experience capable of collecting multiple data elements within a single intake session. For example (but not limited to), forms may be designed to collect information for a new Matter, Client, and Primary Contact within a single form.
MATTER MANAGEMENT (MM) Use & Learn (MM) Intake Forms
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Intake Form File Size Limitation When on Sites Page (MM)
Updated onArticleArticle #000001278
MATTER MANAGEMENT (MM) Release Notes & Knowledge Base Articles (MM) Knowledge Base Articles (MM)
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Duplicate Time Entry Created When User Selects Save Multiple Times (MM)
Updated onArticleArticle #000001277
MATTER MANAGEMENT (MM) Release Notes & Knowledge Base Articles (MM) Knowledge Base Articles (MM)
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Error Produced When Adding Participants From Sites Page (MM)
Updated onArticleArticle #000001276
MATTER MANAGEMENT (MM) Release Notes & Knowledge Base Articles (MM) Knowledge Base Articles (MM)