Getting Started
How to get your organization set up on SurePoint Pro
By Keith and 2 others3 authors43 articles
- Create A SurePoint Pro Organization
- Invite Users To Your Organization
- Add Your Organization Information
- Configure Your Organization Settings
- Configure Your Firm General Settings
- Configure Your Firm Billing Settings
- Set Up Role Groups
- Set Up LEDES Billing For Your Organization
- Set Up Default Charge Description With LEDES Codesets
- Create Custom LEDES Billing Templates
- Set Up Percentages for Allocation Fees For The Firm
- Set Up A Soft Cost Expense For Percentage Of Invoice Fees
- Set Up Charge Interest For Your Firm
- Create Security Groups For Your Organization
- Add Custom Fields for your Organization
- Add Custom Records for your Organization
- Add Integrations for Your Organization
- Dashboards For Security Groups In SurePoint Pro
- SurePoint Pro Browser Extension
- How to restrict users from accessing the Automations section in SurePoint Pro.
- Finance Pro - How to use the Quick Search Feature
- How can I track user login activity and status in SurePoint Pro?
- SurePoint Pro Notification Settings
- Member Deactivation and System Access
- How can I view detailed time entries for a specific member within a date range?
- Import Data Migration Order Sequence
- Import Data Migration Tips and Tricks
- Import Organization Defaults For Your Firm
- Import Members, Contacts, Matters, And Tasks
- Import Contact Connections, Roles, And Memos
- Import Contact Custom Fields and Values
- Import Matter Custom Fields and Values
- Import Matter Zen KM Items
- Import Task Blueprint Libraries
- Import Task Memos
- Import Task Custom Fields and Values
- Import Legacy Billing Records Into SurePoint Pro
- Import Client Ledgers
- Import Matter Ledgers
- Import Unbilled And Unsettled Billed Time Entries, Expenses, Invoices, And Payments
- Import Trust Transactions
- Data Migration Go Live Checks