Topics: User manuals

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How to issue an invoice to the law office client? 

Access levels and permissions

How to add contacts

How to add user defined fields on tasks

How to close proceeding conducted within the system

How to add files on tasks

How to deactivate an user

How to add user defined fields on contacts and related contacts

How to create courts and court division contacts

How to add a new employee to your office

How to track work time on tasks

How to enter scans from a scanner

How to change notification settings

How to add a judge’s assistant

How to add files

How to create a task package

How to use Kanban Board in Infino Legal

How to clean up duplicates in the contact list

 Secure your Infino Legal account 

How to add user defined fields in a proceeding

How to add correspondence to claims

How to restore accidentally changed values

How to create a legal representation or power of attorney document using the Infino Legal plugin

How to assign a contact to an employee in the company

How to check employee’s statistics

How to create a task in a proceeding

How to add new proceeding types and new fields in a proceeding

How to remove a duplicate contact

How to add UDF on contacts and related contacts? 

How to track working time

How to change sender details on envelopes and shipment confirmations

How to create a new proceeding

How to add a new judge

How to add legal representation in Infino Legal

Payment methods and settings

How to set up notification

How to add a scan to existing correspondence

How to download the MS Word plugin

How to create document templates

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