Documentation

Getting Started

Start from the home screen. You will see seeded demo matters and, when a database is configured, persisted cases created inside the workspace.

Start from the home screen. You will see seeded demo matters and, when a database is configured, persisted cases created inside the workspace.

  • Open a demo matter if you want to review the product without changing records.
  • Create a persisted case if you want to enter parties, children, and financial intake.
  • New persisted matters open directly into the Intake workspace.
  • Every new persisted matter receives an initial support scenario.