DocketWise 101
Get up and running with DocketWise
11 articles
- Managing Firm SettingsFollow these steps to configure your firm and user preferences.
- Inviting Team Members and Managing PermissionsLearn how to invite new team members to your firm and manage user permissions, including access to contacts, matters, forms, and financial information.
- Creating Smart Form CollectionsStreamline your workflow in DocketWise by creating Smart Form Collections. Learn how to easily group immigration forms and assign specific roles.
- Activating IntegrationsA quick guide on how to activate integrations such as LawPay, QuickBooks, and Google Calendar from your DocketWise Firm Settings.
- Creating Your First Client ContactDiscover how to easily create your first client contact, set up their profile, and initiate the client intake process in just a few clicks.
- Inviting a Client to the PortalDiscover how to quickly invite a client to the portal by enabling access and sending an email invitation directly from their Contact Overview page.
- Generating and Sending Smart FormsLearn how to generate and send Smart Forms. Follow these steps to select immigration forms, assign roles, request documents, and send client questionnaires.
- Managing Tasks and Case WorkflowsStreamline your case management. Discover how to create tasks, assign deadlines, and build custom workflow automations in DocketWise.
- Creating an Invoice and Adding ChargesDiscover how to quickly create an invoice, add service or expense charges, and connect your billing to specific client matters in just a few steps.
- Reviewing and Sending InvoicesDiscover how to finalize and send invoices. Learn to configure settings like late fees and payment plans before sharing them via email or text.
- Recording Payments and Tracking ActivityDiscover how to easily record manual payments on invoices and track your billing activity using Invoice and Payment Reports.