Overview
- What is Apperio?
- Work In Progress (WIP) in Apperio
- Managing Budgets
- Managing Matters with Folders
- Categorise Matters by Matter Type
- Filtering in Apperio
The Apperio Dashboard
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
The Law Firm Page
- Introduction to the Law Firm Page
- Currency Display
- Analytics Across Law Firms
- Monthly Spend by Law Firm
- Totals Chart by Law Firm
- Top Matters by Law Firm
The Budgets Page
The Invoice Page
The Analytics Page
- Introduction to the Analytics Page
- Total Chart Breakdown
- Folder Breakdown
- Top Matters Breakdown
- Fee Type Breakdown
- Matter Type Breakdown
The User Management Page
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