Notifications are an excellent way to see when your clients are using the client portal to view invoices or when they make payments. The chat allows you to chat with others in your office as well as our staff!

1. Receive Notifications of Client Portal Activity

Whenever the client portal is used by one of your clients, you will be notified of their activity via the notification icon at the top of the screen. You can view all recent activities by clicking the icon.

2. Receive Live Notifications

When creating a Matter, Contact, Event, or Payment, you will receive a notification whenever an update is made. You can turn this feature off by clicking the 'Follow' button on the top of the page for that Matter, Contact, Event, or Payment.

3. Daily Agenda Notifications

You can choose to turn on Daily Agenda Notifications that will be sent to your email each morning, letting you know what tasks and event you have scheduled for the day as well as any overdue tasks.

To turn these notifications on and off, simply go to your 'Settings' page and toggle the slider next to 'Receive daily agenda email?' to either 'Yes' or 'No'.

4. Chat with other Users within your company

Our Software supports an office chat feature with all users in the company's account. Just click the chat box in the lower-right hand corner to bring up a list of Users to chat with via instant message.

You can turn the chat feature off in your Settings by going to the 'Company & Logo Info' tab and moving the slider next to the 'Use Chat?' option to 'No'. This will deactivate the chat and remove it from the screen. Note: Each User can control whether or not they want to have the chat feature activated.

5. Chat with our Support Team

Still, have questions about the software? Feel free to use the 'Support' button on the lower right of the screen. From there, you can type any question you have, and a list of articles matching the request will pop-up.

Still, can't find the answer you're looking for? Use the blue  'Live Chat' button found on the bottom right of your screen to speak with one of our live Tech Support Specialists

Other Notification and Chat Tutorials:

  1. How do I turn the chat feature on/off?
  2. Write quick notes or communicate with users using internal comments.
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