Settings
Help with system preferences.
11 articles
- Default FoldersThe Default Folders feature in ProPlaintiff.ai helps you keep all your case files organized from the start. Each time you create a new case, these folders will be automatically generated,…
- Managing Your OrganizationManage your organization by updating company details, adding seats and team members, assigning user roles, reviewing system activity, and accessing analytics. Organization settings are available only to owners and admins.
- Managing Connected AppsProPlaintiff.ai offers several integrations to streamline your workflow, and this article explains how to manage them.
- Managing Account DetailsThe Settings page allows you to manage your personal account, organization settings, and integrations. Settings is now a full-page experience and is accessed from the bottom-left profile menu.
- Blocks & FieldsThe Case Summary section in Case Overview stores key client and case details. Along with the default tabs (Client, Case Details, Insurance), your firm can create custom tabs to capture…
- Integrating with MyCaseProPlaintiff.ai integrates with MyCase to let you import your existing cases and client data directly into your ProPlaintiff account. This is a one-way migration; data flows from MyCase into ProPlaintiff.
- Integrating with ClioThe Clio integration lets you import matters and documents into ProPlaintiff, sync updates between systems, and manage cases without duplicate work, streamlining your workflow by connecting Clio data with ProPlaintiff’s…
- AutomationsCreate AI-powered workflows that automatically perform tasks when specific events occur within a case. Review case information, analyze uploaded documents, generate documents, create tasks, send emails, perform legal research, and…
- Integrating with FilevineConnect Filevine to ProPlaintiff using your login URL, email, password, and TOTP secret. Import Filevine matters, sync projects, refresh for updates, and manage case data directly within ProPlaintiff.
- ReportsBuild custom reports across your cases, tasks, contacts, documents, and more. The Report Builder allows you to create personalized reports by selecting the data you want to display, previewing the…
- AnalyticsTrack firm and individual performance with customizable analytics dashboards. Monitor case activity, AI usage, financial trends, adoption, productivity, and more with filters for time range, feature, and user specific insights.