Help / Getting started

What does the dashboard show?

What needs your attention today: renewals coming up, overdue tasks and cases, commission that is late, documents waiting, and new enquiries. Hide the panels you do not use with Customise.

More on getting started

• How do I start a free trial?
• What are the setup steps?
• What is the sample data, and how do I remove it?
• What happens when my trial ends?
• How do I sign in?
• I work for more than one firm. How do I switch?
• How do I contact you?

Not answered here? Contact us.