Easy Setup Guide for FM (TBD)

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Overview:
Quickly enable a law firm in the FM module for financial tracking.

Steps:

Navigate to the Law Firm Contact:
Go to the Law Firms Tab in the system.
 

Enable Law Firm:

  • Click the Enable Law Firm button.
  • A pop-up will appear, allowing for quick configuration of initial settings.
     

Verify:
Confirm that the law firm now appears in the Enabled Law Firms list.
[Insert Screenshot Placeholder: Enabled Law Firms List]

Key Notes:

  • Each law firm slot requires a license. Ensure you have sufficient slots before enabling.