Help Center
Overview
9 articles
- What are customers (clients, ..), matters, workflows (processes) and tasks?
- How do I add and manage customers?
- For which countries can customer master data be retrieved?
- How do I create a customer for whom I can't find any master data?
- How do I add and manage matters and workflows for a customer?
- How do I add other parties to a matter?
- How can I share a matter and a workflow with a client for self-disclosure?
- How do I or the client complete a task in a workflow?
- How do I close a completed workflow in an audit-proof way?
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