Beginners Guide to Apperio
- About Apperio
- Logging in for the First Time
- Apperio Dashboard
- The Matters Page
- The Budget Page
- The Invoice Page
- What is Apperio?
- Work In Progress (WIP) in Apperio
- Managing Budgets
- Managing Matters with Folders
- Categorise Matters by Matter Type
- Filtering in Apperio
Getting Started Videos
The Apperio Dashboard
The Spend Overview
- Introduction to the Spend Overview
- Analytics Across Law Firms
- Monthly Spend by Law Firm
- Totals Chart by Law Firm
- Top Matters by Law Firm
- Fee Type by Law Firm
The Matters Page
- Introduction to the Matters Page
- How to View a Matter
- A Breakdown of Matter Charts and Totals
- Phases & Tasks
- Projects View
- Project Summary Email
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
Frequently Asked Questions
- What are pass through matters in Apperio?
- How can I set matters as confidential in Apperio?
- How does Apperio work with currencies?
- What are confidential matters?
- How many budgets can I create in Apperio?
- How can I set budgets on the matter level?