Video help tutorials

12 video help tutorials designed to quickly bring you up to speed about features and functionality of Practmatic.

1. Dashboard

An overview of the dashboard and creating your first matter.

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2. Matter Screen

Navigating the matter screen and configuring workflow steps.

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3. Custom Data fields

Configure data fields to record any type of information.

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4. Automations

Configure automations to handle administrative tasks.

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5. Email sending

Send emails generated from email templates.

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6. Document generation

Generating documents from document templates.

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7. File System Integration

Synchronising documents with your file system.

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8. Related Matters

Relating matters to share common data fields.

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9. Invoicing

Generating invoices from templates.

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10. Web Forms

Receive user input via web forms on your website.

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11. Email Archiving

Archiving sent or received emails against each matter.

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12. Importing Data

Import your existing matters and related data.

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