CSI LAWYER 12.0 USER GUIDES

The following CSI Lawyer user guides are available on the Instructions tab:

• Guide for Basic Functions: how to manage customers, legal matters and daily tasks, handle pricing and make entries (+ the CSI Lawyer structure and basic functions).
• Guide for Invoicing and Payments: how to invoice, and handle payments and manage assets.
• Power User Guide for Reporting: how to use the reporting tools: dashboards, pivot reports, and print reports.
• Power User Guide for Settings: how to manage settings and parameters related to system use and user permissions.
• Guide for User Rights:  how to set the desired user permissions for different user types, workspaces, matter roles and user groups.
• Best User Tips: how to reduce the number of clicks and personalize the software for your use.

If you do not find what you look for, please contact the CSI support, help@csihelsinki.fi.