Learning
Learn how to use our tools and improve your business with My Law Firm
Tutorial 1 : Creating a matter
In this introduction tutorial we are going to learn the basics. This will include:
- Creating a client.
- Adding a matter to that client.
- Opening the matter file.
Click on the YouTube video to begin the lesson.
Tutorial 2 : Working on a matter
In this second tutorial we are going to work with a matter. This will include:
- Processing documents.
- Adding fees.
- Invoicing client.
- Allocation of matter.
Click on the YouTube video to begin the lesson.
Tutorial 3 : Working with your firm
In this third tutorial we are going to learn how to customize the platform to use your firm's details. This will include:
- Uploading document signatures.
- Viewing accounts.
- Working with invoices.
Click on the YouTube video to begin the lesson.
Tutorial 4 : Working with other
In this fourth tutorial shows how to admit further users to your firm. This will include:
- Granting of access.
- Sharing tasks.
Click on the YouTube video to begin the lesson.
Tutorial 5 : Creating fee structures
In this final tutorial we will create rules for all matters. This will include:
- Creating fee structures.
- Sharing access to our clients.
- Closing matters.
Click on the YouTube video to begin the lesson.