This FAQ will guide you in your transition from using the desktop software to using the Cloud software.
Differences in look and feel.
The main difference in look and feel is that the cloud software has all the tabs along the side, as shown below.
Also, the color scheme is slightly different, as you can see.
The fields on the screens and calculations are exactly identical between the two versions, however.
Logging In
For the cloud version, you’ll log in at pro.flsgo.com using your email address and a password.
You may change the password by clicking “Forgot password” on the login screen.
Creating files
For all file-related activity, click the File Manager button in the upper left hand corner.
Clicking that button opens the File Manager as shown below.
When you first log in, the software will take you directly to the File Manager.
With the Firm Edition, if you are a paralegal or other staff member, you must click the button labeled “Case Files of Other Pro” in order to open a file.
Paralegals can create new files, but only after they have identified which professional they are working for by clicking “Case Files of Other Pro.”
Anyone with the Firm Edition can open the files of another member of the firm by clicking the button labeled “Case Files of Other Pro.”
Client Data Entry
Client Data Entry is smoother with the Cloud Edition than with the Desktop.
To make the client data entry accessible to the client, just click the checkbox under the Client Access column.
To see what the client sees, open the file and along the left, click the link labeled “Data as Client Sees it,” as shown below.
Uploading Files from the Desktop
You can upload files from the desktop by clicking the upload button near the top on the right.
For more information about the File Manager, please see the blog post that we wrote when we released it.
Managing Your Account
From within the Cloud Edition, you can make account changes by clicking the Account button in the upper right hand corner.
This will take you to our Account Manager, where you can do the following:
- Add or remove users to your account.
- Change credit card information.
- Change contact information.
- Set up 2-factor authentication (2FA).
- View your payments.
- Specify which employees may use the Account Manager.
- Upgrade your edition.
If you need to change your email address, please contact us.
Choosing Between Cloud and Firm Editions
The Cloud Edition is designed for individual practitioners. An attorney or financial planner may share the login with a paralegal or other staff, but with the Cloud Edition, only one person may be logged in at a time.
With the Firm Edition, each individual gets their own login, so all attorneys and all paralegals may be logged in at the same time.
The Firm Edition is designed for firms of two or more attorneys and situations where an individual attorney is working with two or more paralegals.
One big advantage of the Firm Edition is that all of the paralegals and staff get licenses to log in at no additional charge.
As indicated above, the Firm Edition also allows an attorney in the firm to open the files of any other attorney.