Before you begin
Start with client records, then contacts, work assignments, documents and billing.
Recommended workflow
Check each stage with a small set of records. Resolve inconsistent names or duplicate contacts before adding more data.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
A staged rollout makes it easier to identify which configuration caused an unexpected result.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team