Here is a list of frequently asked questions about CSI Lawyer use. Please select the category or use the search.
A power user can download, update and publish reports in the reporting area of the system settings.
Read more >>Sometimes, a customer may have multiple assignments and a need to use separate e-invoicing addresses for each of them.
Read more >>CSI Lawyer’s new functionalities – such as sales opportunity, sub assignment and subscription pricing – are hidden by default in order not to confuse users.
Read more >>If your mobile phone enables dictation, you can add transactions to CSI Mobile also by dictating .
Read more >>The Billable Assignments list may sometimes lack assignments with billable transactions or expenses. This is because assignments, by default, are listed according to the invoicing period.
Read more >>Transactions and/or expenses are not automatically included in a preliminary invoice, if they are added to an assignment after creating the preliminary invoice. However, it is possible to add them manually to a preliminary invoice.
Read more >>Price limit is useful when a maximum total price has been agreed for an assignment and you wish the system to provide an alert of it or prevent adding new transactions.
Read more >>To get the payer taxability right when invoicing an assignment, a payer’s home country and VAT number have to be defined correctly in CSI Lawyer.
Read more >>When sending attachments by e-mail, CSI Lawyer uses the default e-mail program defined in Windows. Therefore the definition must be changed in Windows.
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