Onboarding Plan

This page contains links to essential help pages that we recommend you read for an effective onboarding.

• Matters
  • Practice Areas
  • Matter Types
  • Matter Updates
  • Matter Status
  • Create a matter
  • Mark an entity as a client of a matter
  • Assign a role to an entity in a matter
  • Update the matter display 
  • Update the matter number 
  • Prepare a retainer agreement
  • Complete a conflict search
• Entities: 
  
  • Person
  • Company
  • Property
  • Add an entity to a matter 
  • Send ID verification link 
  • Send Intake form
  • Upload ID's

• Entries
  • Time Entries
  • Disbursements
  • Work in progress
  • Add flat fees 
• Invoices
  • How to issue an invoice
  • How to apply a payment to an invoice
  • How to apply a discount to an invoice
  • Send an invoice reminder 

• Communications
  • How to send a matter communication
  • How to configure default communication templates
  • Connecting your email account to Nojumi

• Documents
  • Nojumi Drive
  • Upload Bins
  • Document Generation

• • Retainers

• Scheduling
  • Appointment booking process
  • How to send an appointment booking link
  • Staff Attendees
  • Firm Calendar
  • How to add a Staff Calendar
  • Configure custom calendars for practice areas

• Matter Transactions
  • Matter Transactions
  • Expected Transactions vs. Actual Transactions
  • Matching Transactions from within a Matter
  • What is a reconciled transaction?
  • How to prepare a trust ledger
  • How to issue a cheque
  • How to send a wire
  • How to send an e-transfer
  • Void a cheque
  • Complete a bank transfer 
  • Complete a matter transfer

• Reconciliation
  • Bank Feed
  • Nojumi Transactions vs. Bank Feed Transactions
  • Matching Nojumi Transactions with Bank Feed Transactions
  • How to generate the Law Society Reconciliation Report
  • What are transaction errors and how do they impact reconciliation?
  • Verify the Bank Feed

• Supplier Bills
  • Invoices vs. Bills
  • How to add a Supplier Bill
  • How to add a Supplier Bill Payment

  • Matching credit card and General Account payments with Expenses and Bills

  • Transaction Rules