1. Setting up SILQ
Income accounts for different matter classes
Setting up your Trust Account
Sample Processes
Master Authority List
Configuration and Customisation
- Set up new users / fee earners
- Logging on
- Activities and Sundries
- Entering your Business Name and Company details
- Entering your ABN number and your default rates
- Template settings and folder locations for documents and templates
- Specify who gets emailed, CC'd and BCC'd within an email template
- Customising SILQ Online
- Sharepoint & Microsoft 365 Email Integration
- Setting Up Your Document Storage