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  1. Apperio
  2. The Complete Guide to Apperio

The Complete Guide to Apperio

Overview

  • What is Apperio?
  • Work In Progress (WIP) in Apperio
  • Managing Budgets
  • Managing Matters with Folders
  • Categorise Matters by Matter Type
  • Filtering in Apperio
See all 8 articles

The Apperio Dashboard

  • Introduction to the Apperio Dashboard
  • Understanding Your Legal Spend Data
  • New Matters in Apperio

The Matters Page

  • Introduction to the Matters Page
  • How to View a Matter
  • A Breakdown of Matter Charts and Totals
  • Phases & Tasks
  • Projects View
  • Starred Matters
See all 11 articles

The Law Firm Page

  • Introduction to the Law Firm Page
  • Analytics Across Law Firms
  • Monthly Spend by Law Firm
  • Totals Chart by Law Firm
  • Top Matters by Law Firm
  • Fee Type by Law Firm
See all 10 articles

The Budgets Page

  • Editing Matter Budgets
  • Managing Budgets in Apperio
  • How to Create a Budget For a Folder
  • How to View Your Budgets
  • How to Edit an Existing Budget

The Invoice Page

  • Introduction to the Invoice Page
  • How to View Your Invoice

The Analytics Page

  • Introduction to the Analytics Page
  • Total Chart Breakdown
  • Folder Breakdown
  • Top Matters Breakdown
  • Fee Type Breakdown
  • Matter Type Breakdown
See all 7 articles

The User Management Page

  • Introduction to User Management
  • Adding Users
  • Manage Existing Users

Profile, Settings and Notifications

  • How to View Your Notifications
  • How to Manage Your Profile
  • How to Change Your Password
  • Update your Email Preferences
  • Setting up Single Sign-On (SSO) in Apperio
  • Setting up Single Sign-On (SSO) with Microsoft ADFS
See all 7 articles
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