AdvologixPM allows legal and other professional service organizations to manage their cases and matters and all related activity, integrated with a complete time, billing, invoice and receivables management application.
The AdvologixPM Setup tab helps us in enabling the full functionality of our AdvologixPM application and users must be assigned to a profile that takes advantage of these features, because AdvologixPM changes some of the default functionality associated with the standard Salesforce.com Account, Contact, Task and Event management. As you can enable/disable features and programs, the main menu for features you do not intend to enable.
Setup Categories
AdvologixPM Setup contains 4 categories
- General Setup
- Billing Setup
- Additional Features
- White Papers
General Setup
- AdvologixPM Users: Create or edit AdvologixPM Users, the members of your legal team that login and use AdvologixPM.
- Advologix Courts: Use the link to view and configure the list of Courts.
- Best practice Templates: Configure Advologix Best Practices Templates.
- Autocomplete Codes: Autocomplete Codes to be used in Billing Description.
- Configure Profile Access: Advologix changes some of the default functionality associated with the standard Tasks and Events. Users must be assigned to a profile that takes advantage of these AdvologixPM features.
- Data Tools: Manage AdvologixPM
For detailed directions see: AdvologixPM Setup: General Setup
Billing Setup
- Advologix Billing Setup: Use billing setup to configure default settings, logos and apply global account statement template in your system that will utilize the saved values for invoicing.
- Billing Timekeepers: Setup Timekeepers to be used for Billing Fees and Expenses. Timekeepers are associated with either an AdvologixPM User or Contact.
- Fund Accounts: Create and update Fund Accounts.
- Rate Table: Setup an optional list of rates for Fees and Expenses. These rates are used to override Matter, Account or Timekeeper rates when creating Billing records.
- Account Statement Configurations: Configure the Account Statements look, feel and content generated for invoices and statements to your clients.
- Beginning Balances: Use beginning balances to add beginning balances to Matters.
For detailed directions see: AdvologixPM Setup: Billing Setup
Additional Features
A collection of pre-processed actions to update certain data in the system.
For detailed directions see: AdvologixPM Setup: Additional Features
White Papers
- Implementation Guide: Advologix Implementation Guide. Please read the document for proper configuration of the application and making it available to other users.
- Install From AppExchange: If you downloaded and installed Advologix from the Salesforce.com AppExchange, please read the following document for installation and configuration instructions.
- Advologix - Upgrade Release notes: Advologix Basic - Upgrade Release Notes, please read the document for changes and feature additions.
Click on each document to open in PDF format.