Help Center

Getting Started with Digiiworks Legal

Using the Intake Chatbot

Using the Onboarding Checklist

Understanding Your Dashboard

Email Routing and Automation

Creating Your First Matter

Managing Leads

Managing Case Status and Workflow

Uploading and Organising Documents

Generating Documents from Templates

Setting Up Calendar Integration

Scheduling and Rescheduling Appointments

Invoicing Clients and Tracking Payments

Time Tracking and Billable Hours

Trust Account Ledger

Understanding Your Analytics Dashboard

Monthly Reports and Insights

Deadline Tracking and Compliance Alerts

Client Satisfaction Surveys

Security, Encryption and POPIA Compliance

Customising Your Firm Branding

User Roles and Permissions

Submitting Support Tickets