Did you know that you can add tabs to the Client file, Contact file, and Journal file that are specific to an Area of Practice, Contact Category, or Journal Type? These tabs are called Category Pages. Category Pages are a special type of page that is only shown in the Editor window when the selected client or record is associated with that category. You can use the Form Designer to design how the pages will look. Read More...
Need to jot something down about a matter after meeting with a client? Want to record information about a billable phone call? Find a great website that applies to a case that you don’t want to lose? All of these can be recorded and associated with the desired matter right away, even when you’re not at your computer. Read More...
