Learn The Essentials
- Attaching a Text Note to a Matter or Order
- Attaching a Document to a Matter or an Order
- Using My Work to view Matters by Name
- Documents requiring review through My Work screen
- Find Matter by Orders search tool
- Final Claim and Part Payment Claim differences (Provider)
- Do it your way in My Work
- What's in a request?
- Recalling requests
- Upload Rates to a Contract
- Manage Invoiced Entities
- Edit Contracts
- Download & Edit Existing Rates
- Create Contract
- Milestones – Add to Order / Matter
- Milestone Basics
- My Work- Active Matters report
- Create a My Work view for Stopped Orders
- Close Engagement Order and Submit Final Claim
- Request Extension of Time on an Order
- Recall/Stop/Cancel Orders, Claims & Invoices
- Process Request for Extension of Time
- 'View and Pay Approved Invoices' - singular & bulk
- Stop an Order
- Approve an Invoice
- Upload Compliance Certificates
- Submit Credit Note