Praxis - Legal CRM

Make no trips to your file cabinet and manage your entire case lifecycle using these simple tools and hacks.

LawGro Success Team avatar
222 articles in this collection
Written by LawGro Success Team
Getting Started

Sign up for LawGro

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Sign up using Google account

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Logging into LawGro

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Change or reset password

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Inviting a Team Member

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Access control for team members

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Can I assign different access levels for team members ?

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Edit access level of a team member

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Deactivate team member

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Team Collaboration Overview

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Can I change plans?

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Import contacts from other service providers to LawGro

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Migrate data from other Legal Practice Management Softwares

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Migrate data from Clio

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Migrate data from PracticePanther

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Migrate data from MyCase

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Migrate data from CaseFox

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Import contacts from Gmail via CSV

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Import contacts from Yahoo Mail

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Import contacts from Outlook/Office 365 via CSV

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Import contacts from Hotmail/Outlook.com

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Import contacts from AOL Mail

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Import contacts from Mac

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Import contacts from Android Mobile

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Import contacts from Linkedin

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Terms and Privacy

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

How does the free trial work?

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

What happens after the trial ends?

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Do I need credit card to Signup?

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

How do I upgrade/downgrade my account?

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

How much does LawGro cost?

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

How do I subscribe for paid plan?

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Cancel your account

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago
Billing & Invoicing

Expense Searches

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Trust account Overview

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Import expenses from file

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Import time entries from file

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Add a new expense

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Mark expense as unbilled

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Use filters to locate an expense record

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Why can't i edit transaction?

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Delete expense

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Edit expense

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Expenses Overview

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Add expense on behalf of another team member

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

How do I track invoiced expenses?

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Time entries Overview

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Add a new time entry

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Use filters to sort time entries

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Edit time entry

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Delete time entry

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Mark time entry as unbilled

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Make sense of the time entry reports

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Configure increment value for rounding time

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Adding time entry on behalf of another team member

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Time entry Searches

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

How do I track invoiced time entries?

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Invoices Overview

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Add a new invoice

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Mark invoice as delinquent

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Add invoice payments

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Edit invoice

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Delete invoice

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Customize your invoices

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Use filters to sort invoices

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Understand your invoice aging analysis

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Create a partial invoice

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Share invoices to your contacts

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Download PDF of an invoice

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Types of fee structures

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Set up and manage hourly rate groups

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Invoice Searches

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Check trust account balance

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Add a transaction to trust account

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Transactions Overview

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Add a transaction

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Delete transaction

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Use filters to locate a tranaction record

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Operating account - Default account type for transactions

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Record time entry using the timer

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Trust Balance Report

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Undo Delinquent

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Get notified when contact viewed invoice

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Timer Overview

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago
Client Engagement

Create an engagement letter template

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Email your contacts without using templates

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Manage engagement letter templates

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Engagement letters Overview

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Generate express engagement letters from template

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Manage engagement letters

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Create a quick proposal

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Clone proposal

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Edit proposal

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Delete proposal

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Share proposals to your contacts

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Download PDF of a proposal

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Customize your proposals

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Proposal Searches

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Use filters to sort quick proposal

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Get notified when contact viewed proposal

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Intake Forms Overview

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Create custom intake form

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Share intake forms to your contacts

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Edit/remove fileds in intake form

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Store completed intake form submissions

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Link intake submission to a contact

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Delete intake submission

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Create custom email template

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Edit email template

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Delete email template

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Email your contacts using templates

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago
Configurations

Set up your personal profile

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Customize default options for tax

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Manage your email address

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Manage your password

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Configure email signature

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Configure time zone

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Configure your default language

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Track user login activity

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Customize firm's profile

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Upload Firm’s Logo

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Set up default currency and time increment

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Customize matter number/default options for matter

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Customize default options for invoices

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Customize default options for proposals

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Delete autoflow

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Create/add custom fields

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Remove/delete custom field

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Field types

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Tags Overview

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Add/create tag

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Edit tag

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Delete tag

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Filter contacts, matters, tasks based on Tags

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Recent activity tracker

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Set up & manage notifications

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Daily agenda & Activity Emails

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Autoflows Overview

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Add/Create an autoflow

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago

Edit autoflow

LawGro Success Team avatar
Written by LawGro Success Team
Updated over a week ago