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How to use custom fields to monitor your paralegals' productivity. Use the following steps to customize your dashboard to track the status of petitions across the firm.

Track Paralegal Workload

Comprehensive pronouns for Contacts and any Custom Field that is a Role.

Custom Fields: Comprehensive Pronouns

How can I create custom fields in my cases?

How to Create Custom Fields

Emma Ceniza

Custom Fields

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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.

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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.

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

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

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