In order to perform a successful implementation of Advologix for new customers, collecting this information and performing these steps is key. Before going through these steps, let’s have a quick overview about your firm with AdvologixPM in easy steps describing how to deal with Accounts, Contacts, Matters, regarding their Billings and Invoices, many more things about the Firm, Staff and their personalization.
Quick Start

These all information can be gathered through the Quick Start tab shown above.