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Keith Bell

Valerie Moroz

Mike Stephens

Watch these thorough videos to learn how to use SurePoint Pro

SurePoint Pro Training Videos

Eddie Jackson

How to get your organization set up on SurePoint Pro

Getting Started

 Practice Pro and Finance Pro contacts articles

Finance Pro Contacts

Sarah Hoffman

Daryna Chorna

How to create and manage your contacts in SurePoint Pro

Contacts

How to create and manage your matters in SurePoint Pro

 Matters

Organizing your matter information in one place to share with others

ZenKM (Knowledge Management)

How to create and manage your tasks in SurePoint Pro

Tasks

Reports

Article on Business Intelligence in SurePoint Pro

Business Intelligence

Various articles covering Blueprints and Triggers

Automation

Collections and Articles for Invoices and Payments.

Invoice and Payments

Accounting

Instructions for connecting and using each of SurePoint Pro's supported integrations

Integrations

Generating new documents with pre-existing information using a document blueprint

Document Automation

How to install and use the Practice Pro Mobile App

Mobile App

Miscellaneous

Vendors

Conflict Checks

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.