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Combined display of all available logs of ContactsLaw Documentation. You can narrow down the view by selecting a log type, the username (case-sensitive), or the affected page (also case-sensitive).

10:51, 15 April 2024 Wikiadmin talk contribs created page User:Michael Hodgkins (Created page with "Michael is passionate about making legal services more accessible to the community. ContactsLaw enables him to do that by automating many of the administrative tasks associated with legal practice, thereby reducing the cost of services and freeing staff to work on more complex matters.") Tag: Visual edit
10:51, 15 April 2024 Wikiadmin talk contribs created page User:Lucy Dickens (Created page with "Thanks to her successful podcast and best-selling book, Lucy has become known for “Doing Law Differently”. ContactsLaw has played a huge part in enabling her to modernise the practice of law.") Tag: Visual edit
10:48, 15 April 2024 User account Unknown user talk was created by Wikiadmin talk contribs and password was sent by email (Add staff)
10:47, 15 April 2024 User account Unknown user talk was created by Wikiadmin talk contribs and password was sent by email (Add staff)
10:47, 15 April 2024 User account Unknown user talk was created by Wikiadmin talk contribs and password was sent by email (Add staff)
13:15, 9 April 2024 Bradley Smith talk contribs created page Report (Created page with "ContactsLaw provides access to '''reports''', which can be generated on-demand or according to a schedule. Reports may be built-in (available to all subscribers) or implemented via plug-ins or extensions. You can view reports within the Desktop and Web applications, or generate a document for printing, sharing and viewing offline. Most reports can also be exported in Microsoft Excel (.xlsx) or Comma-Sep...") Tag: Visual edit
16:58, 8 April 2024 Bradley Smith talk contribs created page Workgroup (Created page with "A '''workgroup''' determines the behaviour and semantics of matters in ContactsLaw. Workgroups are used to categorise matters based on their area of law (e.g. Litigation), or a specific service offered by a business (e.g. Demand Letters). They are hierarchical, allowing child workgroups to inherit semantics from their parent workgroup, while also defining their own characteristics. A workgroup is required to create a matter; therefore, every subsc...") Tag: Visual edit
13:08, 4 April 2024 Wikiadmin talk contribs created page Documents:Folder (Created page with "{{DISPLAYTITLE:Folder}} At minimum, every document in ContactsLaw belongs to either a matter, contact or workgroup. Within its destination, documents can also be sorted into '''folders'''. Folders can be created manually, or automatically as determined by the document type. You can set permissions on each folder; if not specified, a folder inherits its permissions from the parent folder. If there is no parent folder...") Tag: Visual edit
12:48, 4 April 2024 Wikiadmin talk contribs moved page Document type to Document Type without leaving a redirect
16:19, 19 March 2024 Bradley Smith talk contribs created page Category:How-To (Created page with "This category is for "how-to" articles.")
11:40, 18 March 2024 Bradley Smith talk contribs created page Category:Daemon (Created page with "The pages in this category relate specifically to the Daemon.") Tag: Visual edit
11:39, 18 March 2024 Bradley Smith talk contribs moved page Daemon job to Daemon:Job
11:37, 18 March 2024 Bradley Smith talk contribs created page Daemon job (Created page with "'''Daemon jobs''' describe work that is carried out by the daemon. There are many different types of jobs, targeting specific subscriptions or the system as a whole. They have the following properties: * A member who owns the job * Whether to notify the owner if the job succeeds or fails * Recurrence details, if the job repeats * Additional properties specific to each type of job == Schedules == Each job has one or more '''schedules''', which...") Tag: Visual edit
11:26, 18 March 2024 Bradley Smith talk contribs created page Daemon (Created page with "The '''daemon''' is a component of ContactsLaw. It is responsible for performing scheduled jobs. Any work ''not'' directly resulting from a request by a user is carried out by the daemon. This includes running processes, performing automated work and system maintenance.") Tag: Visual edit
17:35, 15 March 2024 Bradley Smith talk contribs created page Category:Workflow (Created page with "The pages in this category relate specifically to the workflow functionality in ContactsLaw.") Tag: Visual edit
17:35, 15 March 2024 Bradley Smith talk contribs created page Workflow:Process (Created page with "{{DISPLAYTITLE:Process}} ContactsLaw allows the creation of custom '''processes''' to automate business processes. Category:Workflow") Tag: Visual edit
16:14, 11 March 2024 Bradley Smith talk contribs created page Template:Desktop only (Created page with "<templatestyles src="Prealpha/styles.css" /><div role="note" class="desktop-only {{{extraclasses|}}}">The information in this section relates to the ContactsLaw Desktop App only.</div>")
11:18, 17 January 2024 Bradley Smith talk contribs created page Template:Format revisiontimestamp (Created page with "<includeonly>{{#invoke:string|sub|{{{1}}}|1|4}}-{{#invoke:string|sub|{{{1}}}|5|6}}-{{#invoke:string|sub|{{{1}}}|7|8}} {{#invoke:string|sub|{{{1}}}|9|10}}:{{#invoke:string|sub|{{{1}}}|11|12}}:{{#invoke:string|sub|{{{1}}}|13|14}}</includeonly><noinclude>  {{Documentation}} zh:Template:Format_revisiontimestamp </noinclude>")
10:59, 17 January 2024 Bradley Smith talk contribs created page Service Status (Created page with "") Tag: Visual edit
12:00, 15 December 2023 Bradley Smith talk contribs created page Microsoft 365 integration (Created page with "ContactsLaw offers several features that integrate with Microsoft 365 (formerly Office 365). These include: * Importing emails from members' mailboxes * 2-way calendar/task synchronisation * Drafting emails using Outlook * Sharing documents with external parties using OneDrive * Add-ins for Outlook and Word == Requirements == In order to use the Microsoft 365 integration features, you will need the following:...") Tag: Visual edit
12:49, 6 November 2023 Bradley Smith talk contribs created page Document type (Created page with "{{DISPLAYTITLE:Document Type}} '''Document types''' serve as a method of categorising documents in ContactsLaw. A type can be assigned during upload or at any time until the document is destroyed. Types also influence the behaviour of the document during cataloguing, determining: * The '''description''' of the document (dynamically generated) * '''Folder''' in which th...") Tag: Visual edit
17:02, 20 October 2023 Bradley Smith talk contribs moved page Time record to Time Record
16:25, 20 October 2023 Bradley Smith talk contribs created page Category:Matters (Created page with "The pages in this category relate specifically to matters.") Tag: Visual edit
16:25, 20 October 2023 Bradley Smith talk contribs created page Category:Contacts (Created page with "The pages in this category relate specifically to contacts.") Tag: Visual edit
16:24, 20 October 2023 Bradley Smith talk contribs created page Category:Billing (Created page with "The pages in this category relate specifically to the billing functionality in ContactsLaw.") Tag: Visual edit
16:22, 20 October 2023 Bradley Smith talk contribs created page Calendar:Resource (Created page with "'''Calendar resources''' are defined at the subscription level, allowing appointments and reservations to be scheduled with optional collision checking. There are two types of resources: * '''Venue''' - Representing a location for an appointment, whether physical (e.g. boardroom, office) or virtual (e.g. video conference). * '''Other''' - Representing an asset that can be reserved by one or more members, such as a parking space or shared computer. == Pr...") Tag: Visual edit
16:06, 20 October 2023 Bradley Smith talk contribs created page Category:Calendar (Created page with "The pages in this category relate specifically to the calendar in ContactsLaw.") Tag: Visual edit
16:06, 20 October 2023 Bradley Smith talk contribs created page Category:Accounting (Created page with "The pages in this category relate specifically to the accounting functionality in ContactsLaw.") Tag: Visual edit
11:00, 17 October 2023 Bradley Smith talk contribs created page Calendar item (Created page with "ContactsLaw supports several different types of '''items''' (or '''events''') that may appear on a '''calendar''': * '''Appointments''' (with instructions), * '''Availability''' entries; or * Resource '''reservations''' Category:Calendar") Tag: Visual edit
10:32, 17 October 2023 Bradley Smith talk contribs created page Task item (Created page with "A task item Category:Calendar")
10:04, 17 October 2023 Bradley Smith talk contribs created page Time record (Created page with "A '''time record''' represents a discrete unit of work performed by one or more members. === Properties === Time records have the following properties: * '''Date''' and time when the work commenced * Short '''description''' that appears on itemised invoices * '''Matter''' on which the work was performed (this can be left blank, but the time is not billable until completed) * '''Notes''' (in Markdown format) * '''Product''' used to cat...") Tag: Visual edit
09:28, 17 October 2023 Bradley Smith talk contribs created page Scale (Created page with "A billing '''scale''' defines a set of rates for members and fee earner types. These rates give value to time records. Different rates may apply during different periods; the "rates as at" date on matters determines which period to use. When a scale is no longer needed (and no new rates are defined), it can be marked as disabled. This will prevent new quote templates, quotes and In...") Tag: Visual edit
12:15, 6 October 2023 Bradley Smith talk contribs created page Product (Created page with "A '''product''' is the term given to a legal service or key deliverable (e.g. Affidavit) for the purposes of billing. It can be thought of as a way of grouping charges under a particular heading. === Product Definitions === Products are defined within a particular workgroup. The product definition includes its '''description''', '''notes''' and '''charge policy.''' A product may define multiple charge policies (for different scales). A history of rates an...") Tag: Visual edit
11:19, 6 October 2023 Bradley Smith talk contribs created page Invoice (Created page with "'''Invoices''' are at the core of ContactsLaw's billing features. You create an invoice whenever you need to bill a matter.") Tag: Visual edit
11:16, 6 October 2023 Bradley Smith talk contribs created page Security:Role (Created page with "A '''role''' (with respect to security) is a subscription-specific label that can be assigned to members in order to grant permissions. === Built-In Roles === Some roles are defined by the system and carry a special meaning: * '''User''' - The default role for all new members. It is intended to grant a set of common permissions. * '''Administrator''' - A special role that implicitly grants all possible permissions. It should not be use...") Tag: Visual edit
10:53, 6 October 2023 Bradley Smith talk contribs created page Member (Created page with "A <strong>member</strong> is a subscription-specific user profile. All actions within ContactsLaw are performed by a particular member. A member can be either: - An interactive user (with a ContactsLaw account); or - A service account (a system component or third-party application)")
10:46, 6 October 2023 Bradley Smith talk contribs moved page SSO:Account to CPMS ID:Account
10:45, 6 October 2023 Bradley Smith talk contribs moved page SSO to CPMS ID
10:44, 6 October 2023 Bradley Smith talk contribs moved page Category:SSO to Category:CPMS ID
10:39, 6 October 2023 Bradley Smith talk contribs created page Category:Documents (Created page with "Contains pages that relate specifically to documents.")
10:54, 9 August 2023 Bradley Smith talk contribs created page Matter (Created page with "A **matter** is the primary unit of work in ContactsLaw. It groups together all of the documents, invoices and tasks pertaining to a particular legal service, consultation, prospect or administrative topic. Category:Matters")
18:18, 18 July 2023 Bradley Smith talk contribs created page Expression (Created page with "An '''expression''' refers to either: * A literal value, such as a number (e.g. <code>123</code>) or a piece of text (e.g. <code>"Hello world"</code>); or * A group of words or symbols that describes how to obtain the above (e.g. <code>Contact.ShortName</code>). ContactsLaw allows the use of expressions in document templates, automatic descriptions for document types and workgroups, as well as various other areas...")
10:16, 18 July 2023 Bradley Smith talk contribs created page File:Image Placeholder (Stretched).png
10:16, 18 July 2023 Bradley Smith talk contribs uploaded File:Image Placeholder (Stretched).png
10:06, 18 July 2023 Bradley Smith talk contribs created page File:Image Placeholder.png
10:06, 18 July 2023 Bradley Smith talk contribs uploaded File:Image Placeholder.png
18:49, 17 July 2023 Bradley Smith talk contribs created page Template:Abbr (Created page with "<abbr {{#if:{{{class|}}}|class="{{{class}}}"}} {{#if:{{{id|}}}|id="{{{id}}}"}} {{#if:{{{style|}}}|style="{{{style}}}"}} title="{{#tag:nowiki|{{#invoke:String|replace|{{{2|}}}|"|"}}}}">{{{1|}}}</abbr><noinclude>{{Documentation}} </noinclude>")
18:27, 17 July 2023 Bradley Smith talk contribs created page Markdown (Created page with " == External Links == Markdown (Wikipedia) Category:Documents")
15:41, 11 July 2023 Bradley Smith talk contribs created page Document Template (Created page with "A '''document template''' is used to generate documents in ContactsLaw. Templates consist of a body (e.g. a Microsoft Word document) and metadata which describes how to combine the existing content with data from assets, such as matters, contacts and other documents. == Purposes == Templates can be configured so that ContactsLaw will use them for a specific purpose: * '''Email''' * '''Fax''' * '''Letter''' * '''Invoice''' - G...")
14:20, 11 July 2023 Bradley Smith talk contribs created page Document (Created page with "In ContactsLaw, the term '''document''' refers to both the content and metadata associated with an item in the Document Management System (DMS).")