ProTips

When generating legal documents, you might notice that a Pro Se party (an individual representing themselves in a case without an attorney) does not appear as intended, even if their contact information was added to the Service tab. Follow the steps below to make sure Pro Se parties are correctly populated in your documents....

Managing and organizing information efficiently is key to staying productive. If you work with the Matters Custom Tab, you'll be glad to know that the Quick Find feature makes it incredibly easy to search, filter, and organize your data....

This guide will walk you through the steps needed to assign the correct Contact Class effectively....

Follow this guide to correctly change the initials when entering time for someone else from the Events tab in Matters....

If you’ve found yourself frustrated with ProLaw displaying document numbers instead of names when attaching files to emails, don’t worry! There’s a straightforward way to change this so that document names appear instead. Follow this guide to update your settings and make your workflow more efficient....

Utilizing date calculations efficiently in ProLaw can save time and streamline your workflow. This guide walks you through the steps for maximizing the functionality of date fields in ProLaw, using shortcuts, calculations, and innovative tools built into the platform....

This guide will walk you through the process of effectively managing child event dates within ProLaw. By understanding how child events interact with parent events, you can ensure accurate and seamless docket calculations, even when adjustments are required....

Adjusting your Full Text Search preferences can drastically improve the quality and relevance of your search results. This guide walks you through the process, with clear explanations of the preferences available and their impact on your search results....

The Full Text Search feature in ProLaw allows you to locate documents based on their content, saving time and effort. This detailed guide will walk you through how to use this feature effectively....

Setting up a personalized My Contacts list is an efficient way to keep your frequently used contacts at your fingertips. Whether it’s an expert you consult often or a client representative you regularly interact with, this guide will walk you through the process of creating and managing your favorite contacts....