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Dashboards, Saving Customised Views and Full Screen Matter Cards
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Close and archive a matter
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Enhancements to Navigation Menu - From 19 April 2023
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Default Document Folders - EvolveGo
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Conflict Check
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Managing Calendars and Events
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Activity Intelligence
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Managing Leads
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Creating a Matter
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Converting a Matter Type
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Matter Listing
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Create and Manage Contacts
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Managing contacts on the Matter Card
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Automation Settings
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Timesheets and Cost Recoveries
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Firm Insights
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Set Fee Estimate on a Matter
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Matter Settings
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Reminder Alerts
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Fixed Fee Matters
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Billing Rates
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Set up automatic matter numbering - EvolveGo
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Message Quarantine
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Create a new Matter
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Set up matter templates - EvolveGo
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Mark a document as a favourite - EvolveGo
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Notification Templates
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How to recover a lost document in EvolveGo
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Text Templates
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Introduction of Supervisor Role