How-To (Desktop App)
This resource is designed to guide you through the process of using the ContactsLaw Desktop App effectively. Whether you're looking to add new contacts, create a matter, or explore other features, you'll find clear instructions and helpful tips here.
Contacts
Matters
Documents
- What is a Document
- How to Create Document
- How to Upload Document
- How to Create a Brief
- How to Create a New Template
- How to Create PDF Template
Billing
Reconciliation
Activities
- What is an Activity
- What is a Task
- How to Start a Processes
- How to Create Tasks
- How to Create a New To-Do
- How to Set and Schedule an Appointment
Quote
Members
Workgroup
Payment
- How To Create a General Receipt
- How To Record a Bank Deposit
- How To Request a Payment
- How To Authorise Payments
- How To Process Batch Payments
- How To Transfer Funds from Trust to General
- How To Create Creditor Invoice Journal
- How To Creditor Payment
- How To Create Cash Disbursement Payment
- How To Create Non-Cash Disbursement Journal
- How To Create a Debtor Receipt
- How To Create a Receipt
- How To Transmit Money