Start learning according to your role
Guides and help search provide starting points. Learning time depends on your team and modules; full proficiency in one day or live training after registration is not guaranteed.
Start with four modules for your role
Numbers suggest a learning order; a dash implies neither absence of need nor lack of permission. Assess actual roles, permissions, plan and workflows separately.
| Module | Lawyer | Assistant | Accounting | Manager |
|---|---|---|---|---|
| Case management | 1 | — | — | — |
| Legal deadline tracking | 2 | — | — | — |
| Calendar | 3 | 3 | — | — |
| Document management | 4 | 4 | — | — |
| Client management | — | 1 | — | — |
| Tasks | — | 2 | — | — |
| Billing | — | — | 1 | — |
| Online payments | — | — | 2 | — |
| Reporting | — | — | 3 | 2 |
| Notifications | — | — | 4 | — |
| Roles and permissions | — | — | — | 1 |
| Document security | — | — | — | 3 |
| Conflict check | — | — | — | 4 |
A four-step wizard after sign-up
An authorized company owner completes missing setup details in the real panel; team and first-work steps may be skipped. The four steps below are illustrative and write no account, invitation or case. Discuss demo/live-training duration, scope and availability separately.
Complete the company profile
03/05
The answer sits inside the screen you are stuck on
Web and mobile help search bundled article titles/summaries and show a preview. Full articles open in a new web tab or an external mobile browser; do not infer a complete in-product training platform. Support requests depend on current permissions and service terms; see the Help Center and support pages.
Confirm bespoke training scope, timing and fees separately; an Enterprise plan name alone grants no training entitlement. See pricing for current product scope.
Twelve guides for law office practice
Guides explain not how a feature works but how it does its job in your firm. All of them are collected on the guides page.
- 01/12
Moving from Excel to law office software
The steps of migrating old records.
- 02/12
What is the UYAP integration?
A look at file and notification processes.
- 03/12
Appeal and cassation deadlines
Calculating the periods for legal remedies.
- 04/12
Tracking e-notifications
How not to miss a notification.
- 05/12
Client intake process
From the first meeting to opening the file.
- 06/12
Conflict check
What to look at before opening a file.
- 07/12
Role and permission management
Who sees what in the firm?
- 08/12
Time entries and billing
Turning effort into an invoice.
- 09/12
Online payments
Collecting an invoice with a payment link.
- 10/12
Document security and e-signature
Protecting a legal document.
- 11/12
KVKK compliance guide
Personal data in a law firm.
- 12/12
Drafting a petition with AI
Using AI to prepare a draft.
What is asked about the Academy?
- 01/03
Do I need to register separately for training?
Public guides require no separate course enrollment. In-product help requires a session and provides titles/summaries with external article links. Confirm eligibility and scope separately for live training or demos.
- 02/03
In what order should my team proceed?
Use the matrix as a suggestion and adapt it to actual workflows, permissions and plans. Do not treat planned UYAP/e-signature connections as working training steps. See how it works for the general product flow.
- 03/03
Whom do I write to when I am stuck?
First try help search and article links, then open a support request if permitted. Confirm current channels, hours and response conditions through the Help Center.