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
- How to Create Documents
- How to Upload Documents
- How to Create Briefs
- How to Create Templates
- How to Create PDF Templates
Billing
Reconciliation
Activities
- How to Start Processes
- How to Create Task Items
- How to Create To-Do Items
- How to Schedule Appointments
Quote
Members
Workgroup
Accounting
- How to Record General Receipts
- How to Record Bank Deposits
- How to Request Payments
- How to Authorise Payments
- How to Process Batch Payments
- How to Transfer Funds from Trust to Debtors
- How to Create Creditor Invoice Journals
- How to Creditor Payments
- How to Create Cash Disbursement Payments
- How to Create Non-Cash Disbursement Journals
- How to Record Debtor Receipts
- How to Record Transit Money