Getting Started

• Firm360 Support Services Terms and Conditions

• Client Custom Fields: How to Use and Import Them
• User: Managing In-App Notifications
• User Profile: Notification Preferences
• Admin Role & Access in Firm360
• Edit/Update User Profile Settings by User
• Activate Your Account

See all 7 articles

• Preparing to Import Client Data - Understanding Clients and Contacts within Firm360
• Firm360 Import Templates
• Client Data Import Guide
• Invoice & Payment Credit Import Guide for Firm360
• Importing WIP or Time Entries into Firm360

• Using SSNs as Client IDs: Risks, Recommendations, and Product Options
• Options for Managing Initial Document Import into Firm360
• Bulk Importing Documents to Firm360 from Another Document Management System (DMS)

• Client Portal Setup and Management
• Introduce your clients to the client portal