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Eddie Jackson

How to get your organization set up on SurePoint Pro

Getting Started

Daryna Chorna

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

Integrations

Sarah Hoffman

How to create and manage your contacts in SurePoint Pro

Manage Contacts

How to create and manage your matters in SurePoint Pro

Manage Matters

How to create and manage your tasks in SurePoint Pro

Manage Tasks

How to create and manage time entries, fixed fees, and expenses for your matters in SurePoint Pro

Manage Unbilled Charges

How to manage your invoices and payments in SurePoint Pro

Manage Billing

Organizing your matter information in one place to share with others

ZenKM (Knowledge Management)

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

Document Automation

How to setup trigger workflows to automatically perform actions in SurePoint Pro

Trigger Workflows

How to install and use SurePoint Pro Mobile App

Mobile App

How to view and manage mail for contacts and matters in SurePoint Pro

Outlook Mail

Reports

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Accounting

 Practice Pro and Finance Pro contacts articles

Finance Pro Contacts

Practice Pro and Finance Pro Training Videos

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SurePoint Pro Training Videos

SurePoint Pro Articles

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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.

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

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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.

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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.

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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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