How can I control the client-related emails I get from Family Law Software?
In order to keep you informed, Family Law Software automatically generates a number of emails regarding client activity. Here’s how you can control who receives emails and which emails are sent. Who receives emails When you first grant access to a file to the client, you specify at that time which individual or staff member […]
How can I control whether the last file opens when I start the software?
When the software starts, you have the option to either have the last file load automatically or to open to the File Manager. You specify this option in the File Manager on the Settings gear as shown below. If this option is checked, then, when you open the program, the last file you were working […]
How to Move from Desktop to Cloud
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 […]
Can’t Log In
If you are having trouble logging in, please try the following:
I Can Not Open a File in File Manager
If you can’t open a file, please try the following:
Security Questionnaire Responses
This FAQ contains consolidated responses to security questionnaires from multiple financial institutions. Relevant security policies are linked at the bottom of this FAQ. Table of Contents 1. Information Security Program & Governance Q: Does your organization have a formal and documented information risk management program? Answer: Yes Q: Is the information risk management program approved […]
Opening files of former firm member
If you have the Firm edition of the software, members of the firm may open the files of former members. This includes former associates, ex-associates, partners who have left the firm, etc. Here’s how: In the File Manager, the person who wants to open the file should click “Case Files of Other Pro” (top right) […]
Using the Cloud Edition, how can I send a file to another professional?
Here are the steps to send a copy of the file to a professional or anyone else: This will send a copy of the file to the professional. As an alternative, you can share the file with the professional. If you share the file with the professional, then any changes the professional makes will appear […]
Why do the Cloud and Desktop version not automatically synch data?
There are many situations where synching would be a problem. Here are some: 1. Two individuals could be editing different versions of the same file on the desktop. Which would we synch? 2. What would we do if a user deleted a file on the Cloud, should we delete it on the PC too? 3. […]
How can I coordinate my files between the Cloud and Windows/Mac desktop?
You may upload files from the Windows and Mac editions to the Cloud Edition and download files from the Cloud Edition to the Windows and Mac editions. The easiest way to do that is from within the Cloud Edition. To upload files from the desktop to the Cloud, you may do the following: To download […]