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System Configuration

System Configuration

Following the questionnaire, the system needs to be configured to customer specifications.

 

Common configuration involves:

  • General system settings

  • Accounting setup

  • Billing settings

  • Trust accounting configuration

  • Timekeeping settings

  • Matter type configuration

  • Email configuration

  • Calendar configuration

  • Users, System roles, & permissions

  • Integration configuration

  • Webforms creation

  • Knowledge base setup (less common)

  • Divisions (less common)

 

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