Attorney — Tips & tricks

Speed

Learn three goto chords first: G M (matters), G I (inbox), G E (evidence).
Keep the Timer running and switch matters instead of reconstructing time at night.
Use New matter / Invite client from the top bar instead of hunting menus.
Clear AI Review in the same sitting you generate drafts so nothing sits unreviewed.

Matter hygiene

Name matters so anyone on the firm can identify the client and case type at a glance.
Put jurisdiction and matter type in correctly at create time — reporting and rules packs depend on it.
Prefer one real pilot matter before inviting clients.
Attach a one-line description to every evidence upload (“text thread 2026-06-12 school pickup”).

AI that stays safe

Prompt with the specific document or question you need; avoid dumping unrelated matters into one ask.
Always open the draft in AI Review before copy/paste into email or pleadings.
If Donna or Document Workflow suggests a filing or client send, treat it as a proposal.
Never paste opposing-counsel or sealed material into tools your firm has not approved for that use.

Client collaboration

Invite the client only after you can open the matter yourself.
Tell clients which portal sections you expect them to use (Messages, Evidence Upload, Approvals).
When you share a document for approval, say what “Approve” means in plain English in your message.
If a client says they “didn’t get the email,” have them check spam, then ask firm admin to confirm the invite address.

Billing

Bill from reviewed time, not from memory.
Separate trust questions from operating invoices — clients see trust only if your firm enables it in portal settings.
If online pay is on, send the invoice and confirm the client sees Pay in the portal.

When something looks missing

Check whether your firm turned the module off (Legal Work, Billing, Trust, Client Collaboration, etc.).
Check whether your role hides the nav item (trust/accounting are attorney/admin).
Ask firm admin before assuming a product bug.

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