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Configuration Guides

Guides to common configuration patterns

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  • Configuring Instructions

    Linking your Instruction to a Matter Type Once you have created both your instruction and matter type you will need to create a relationship...

    First posted: May 15th, 2022 1322 views 0 likes

  • Configuring Litigation / Proceedings

    What are proceedings? A proceeding is an out of the box solution accelerator that allows you to track legal litigation or proceedings. It is...

    First posted: June 7th, 2022 1007 views 0 likes

  • Configuring Finance

    ShareDo contains extensive finance functionality to enable the Case Management System (CMS) to be the single application that Case Handlers need to access. Configured...

    First posted: June 8th, 2022 533 views 0 likes

  • Configuring data capture to handle unknown participants

    Handling unknown participants As part of your case data capture journey, it is common that you may not have all of the information required...

    First posted: June 14th, 2023 344 views 1 likes

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