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Enhancement ideasHow do I ask for a product enhancement?Use the Enhancement Ideas board to post the idea, explain the value, vote, follow, and watch the status move.
ReportsHow do I export reports or bulk data?Use Reports for branded PDF previews and Imports/Exports for retained data packages that avoid browser download chaos.
Workflows and approvalsHow do I create an engagement letter template?Build reusable letter text in Design Studio, add tokens, configure letterhead, and choose it from an Engagement Letter workflow step.
Workflows and approvalsHow do I set up a workflow approval step?Create the step, choose the approval team or rule, define outcomes, and decide what each outcome should do.
ConflictsHow do I run and review a conflict search?Enter names and context, review why each match appeared, then clear, escalate, or document the results.
Forms and intakeHow do I map form answers to client and matter fields?Use Design Studio field mapping so intake answers can become durable client, matter, party, contact, or user data.
Forms and intakeHow do I start a new business intake request?Pick the right published form, fill in the required details, attach support files, and submit it for review.
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