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  • Operations 5

  • What is inside A1 CMS 1

    A plain-language tour of every part of the system and what each one is for.

  • Getting started 6

    The first settings to configure, from firm branding to your first week live.

  • Leads and intake 2

    Capture inquiries as leads automatically and turn them into matters.

  • Matters 3

    Open matters and keep court, conflict, and billing details in one place.

  • Court & compliance 4

    Clear conflicts, track court dates, set the client role, and build evidence packages from a matter.

  • Documents and forms 5

    Generate documents, collect information with forms, and import data from PDFs.

  • Files and email 3

    Bring documents in from cloud storage and work with email attachments.

  • Time and billing 3

    Track time on tasks, review timesheets, and manage trust money.

  • Invoicing & payments 5

    Raise invoices, follow up on what is owed, and take payment online or by hand.

  • Automation and growth 3

    Automate repetitive work and import your existing data.

  • Client portal & experience 5

    Invite clients to their own secure portal, then share files, gather signatures and let them view and pay invoices.

  • Your workspace 2

    Shape the workspace around the way your firm actually works.

  • Hiring & payroll 6

    Post roles, track candidates through to an offer, and keep employee records, attendance, and pay cycles in order.

  • Security & account 6

    Keep client data safe and your firm's account details in good order.

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