Tips

Set up practice areas first: Many other settings (custom fields, templates, critical date templates) are organised by practice area. Get these right before configuring the rest.

Test templates on a test matter: Before rolling out a new matter template, create a test matter with it and check that tasks, critical dates, and folders are created correctly.

Rate cards: Update rate cards annually. Note that updating a rate card does not retrospectively change existing time entries — only new entries pick up the new rate.