Initial Configuration

This page details the recommended steps that should be performed after a new subscription is created in ContactsLaw.

Data Created During Provisioning

Certain resources and data will be created automatically, using sensible defaults. This includes:

• The primary business
• General and trust accounts to support built-in functionality (e.g. billing) - note that no bank accounts are added
• Credit card types - without surcharges
• Default scale for billing
• Fee earner types
• Automatic time recording for various activities (e.g. reading/editing documents, telephone calls)
• Scheduled jobs to import holidays and create instances of recurring tasks/appointments
• Auto-completion data for addresses
• Built-in roles for documents, parties and members
• Functionality to support table fields
• Functionality to support integration with InfoTrack
• Default permissions for the built-in User role

You should review these resources and configure them according to your needs and policies.

Businesses and Members

The contact for the primary business is used for many purposes, including creating documents. You should ensure that all business details, addresses and communications have been added.

To streamline the onboarding process for members, you should create a contact for each user who will access the subscription. Add the email address that they will use to register (or be registered) for CPMS ID. Members are created automatically when they first access the subscription; however, they can be created manually if you wish to assign different roles.

Workgroups

TBA

Document Types and Templates

TBA

Accounts

TBA