Guides and how-tos
Knowledge base
Practical answers for running CMIForge, from the first intake form to the fiddly admin bits.
AdministrationWhat is the difference between teams and security roles?Teams organize people and work assignment; roles grant permissions. ConflictsDoes a conflict search make the clearance decision?No. Search results and AI summaries support reviewer judgment; they do not replace it. Forms and intakeHow do intake answers become client or matter data?Form fields map to durable entity field definitions, then save during conversion or an approved workflow action. Getting startedWhere should a new matter request start?Start with the published intake form your firm uses for that type of work. ReportsWhat report formats can I use?CMIForge reports can be reviewed in the app and exported for sharing or filing. TroubleshootingWhat should I include in a support question?Tell us the page, what you expected, what happened, and any useful error text without including confidential client data. Workflows and approvalsHow do engagement letter templates work?Create reusable templates in Design Studio and choose the appropriate one in an Engagement Letter workflow step. Workflows and approvalsWhy is a form field read-only at this workflow step?A field can be editable everywhere, read-only everywhere, or editable only in selected workflow steps.