<![CDATA[Lawprocess Help Library]]> en-US Tue, 19 Nov 2024 19:04:01 +0000 <![CDATA[Understanding Domains]]> https://helpmonkhouse.lawprocess.io/article/72/understanding-domains Domains are one of the most useful things you will ever have in your business because it allows someone to access all the information about your business (e.g your website) and you don't have to do anything! While you don't need to know everything about domains, we created a quick list of tips and FAQ's to help you...

]]> https://helpmonkhouse.lawprocess.io/article/72 Thu, 30 Sep 2021 12:59:32 +0000 <![CDATA[Getting Started - Welcome to your Lawprocess Account - Update Your Password and Integrate Your Calendar]]> https://helpmonkhouse.lawprocess.io/article/1/getting-started-welcome-to-your-lawprocess-account

]]> https://helpmonkhouse.lawprocess.io/article/1 Mon, 11 Jan 2021 15:03:51 +0000 training <![CDATA[How To Use Forms, Surveys And Calendars In Landing Pages]]> https://helpmonkhouse.lawprocess.io/article/77/how-to-use-forms-surveys-and-calendars-in-landing-pages This tutorial will cover how to use forms, surveys, and calendars within the landing page builder. This allows you to capitalize on the booking feature of the landing page builder, which can help you enhance your business.

Step 1: Create a Form, Survey, or Calendar to add into your landing page

Within the...

]]> https://helpmonkhouse.lawprocess.io/article/77 Thu, 30 Sep 2021 13:13:58 +0000 <![CDATA[List of Custom Values]]> https://helpmonkhouse.lawprocess.io/article/76/list-of-custom-values Here is a list of custom values you may find in your system:


Contact > Full name: {{contact.name}}

Contact > First name: {{contact.first_name}}

Contact > Last name: {{contact.last_name}}

Contact > Email: {{contact.email}}

Contact > Phone: {{contact.phone}}

Contact > Company name: {{contact.company_name}}

]]> https://helpmonkhouse.lawprocess.io/article/76 Thu, 30 Sep 2021 13:10:49 +0000 <![CDATA[How to Create and Use Custom Values]]> https://helpmonkhouse.lawprocess.io/article/75/how-to-create-and-use-custom-values Custom Values, or Merge Fields, are values you can put into a template that will auto-populate when generating communication with your contacts. They are a great way to save time and maximize your system, by automating information so you can send out customized communication more quickly. For example, an email templated can say "Hey {{ contact.name }}"...

]]> https://helpmonkhouse.lawprocess.io/article/75 Thu, 30 Sep 2021 13:10:11 +0000 <![CDATA[CloudFlare Setup]]> https://helpmonkhouse.lawprocess.io/article/74/cloudflare-setup While there are many DNS options out there, we find Cloudflare to be one of the most robust options. It allows you to easily connect both your www. and non-www. of your domain and even keep the appropriate path in a permanent redirect. You can even utilize Cloudflare as a DNS manager...

]]> https://helpmonkhouse.lawprocess.io/article/74 Thu, 30 Sep 2021 13:09:31 +0000 <![CDATA[Setting Time Zones]]> https://helpmonkhouse.lawprocess.io/article/71/setting-time-zones The system uses time zones in several ways - from timing campaigns to determining appointment times in your calendar, and more. You want to ensure the location time zone (in Settings --> Company) is set up properly. Our "How To Understand Time Zones" article walks you through the various aspects of the system that are impacted...

]]> https://helpmonkhouse.lawprocess.io/article/71 Thu, 30 Sep 2021 12:58:56 +0000 <![CDATA[How To Understand Time Zones]]> https://helpmonkhouse.lawprocess.io/article/70/how-to-understand-time-zones How to Properly Set Up Time Zones (for users and leads)

You always want to know that your leads are getting the right communication at the right time. 2 AM almost never goes over very well. There are multiple time zone options for both users and leads that can impact the timing of campaigns. This...

]]> https://helpmonkhouse.lawprocess.io/article/70 Thu, 30 Sep 2021 12:57:53 +0000 <![CDATA[Account Settings Overview]]> https://helpmonkhouse.lawprocess.io/article/69/account-settings-overview Here’s an overview of your account settings. Some of this is basic information, yet it’s critical so you can have a good foundation and be set up for success with using the system. Below we will highlight some of the most important and foundational elements. 

NOTE: Depending on your user settings, you may see different options...

]]> https://helpmonkhouse.lawprocess.io/article/69 Thu, 30 Sep 2021 12:57:14 +0000 <![CDATA[Tags Overview]]> https://helpmonkhouse.lawprocess.io/article/68/tags-overview The tag feature is a great way to organize your contacts. Adding and removing tags will help you determine specific actions and stages that a contact is at (similar but more granular than a pipeline stage). You can add more than one tag to contact. 


How to Add & Remove Tags:

When importing a...

]]> https://helpmonkhouse.lawprocess.io/article/68 Thu, 30 Sep 2021 12:56:38 +0000 <![CDATA[​How To Use The Dashboard]]> https://helpmonkhouse.lawprocess.io/article/67/how-to-use-the-dashboard Your Dashboard is an overview of your business. This is the first thing that you will see when you log into the system. It will outline the progress and performance of your business. Here are the potential different parts of your default Dashboard:

Row 1:

Opportunities: Number of Leads in your Pipeline

Pipeline Value: All your leads'...

]]> https://helpmonkhouse.lawprocess.io/article/67 Thu, 30 Sep 2021 12:55:45 +0000 <![CDATA[How to close availability for Stat Holidays]]> https://helpmonkhouse.lawprocess.io/article/34/how-to-close-availability-for-stat-holidays

]]> https://helpmonkhouse.lawprocess.io/article/34 Fri, 21 May 2021 13:11:16 +0000 <![CDATA[Tag Overview - Watch tis video to understand the use of tags in Lawprocess.]]> https://helpmonkhouse.lawprocess.io/article/33/tag-overview

]]> https://helpmonkhouse.lawprocess.io/article/33 Wed, 24 Feb 2021 13:45:59 +0000 <![CDATA[Opportunities Overview - Watch this video for a quick overview of pipeline and opportunities.]]> https://helpmonkhouse.lawprocess.io/article/32/opportunities-overview

]]> https://helpmonkhouse.lawprocess.io/article/32 Wed, 24 Feb 2021 02:24:00 +0000 <![CDATA[Sending an Agreement - Walkthrough on how to automatically send an agreement in Lawprocess]]> https://helpmonkhouse.lawprocess.io/article/31/sending-an-agreement

]]> https://helpmonkhouse.lawprocess.io/article/31 Tue, 23 Feb 2021 12:00:00 +0000 <![CDATA[How To Set Up Lawprocess To Work With Your Review System]]> https://helpmonkhouse.lawprocess.io/article/19/how-to-set-up-lawprocess-to-work-with-your-review-system In this article, you will learn how to set up your app with a review system of your choice: Google, Yelp, Facebook, or another social media platform. This will help you gather information about your business, what to improve, and if your clients were satisfied with the services that your firm provided.

Part 1: SMS Messages

revtoLPpart1.gif

Step 1: Settings →...

]]> https://helpmonkhouse.lawprocess.io/article/19 Thu, 21 Jan 2021 15:12:27 +0000 <![CDATA[How To Add Messaging To Your Google My Business Listing]]> https://helpmonkhouse.lawprocess.io/article/20/how-to-add-messaging-to-your-google-my-business-listing Google My Business is a free online tool powered by Google. Many businesses use this platform as a business listing to attract more Leads and gain publicity. This is also where they share information about their business so people know what they offer, where to find them, and how their business performs.

What you will need

Google My Business Account

Part 1: Setting...

]]> https://helpmonkhouse.lawprocess.io/article/20 Thu, 21 Jan 2021 14:31:14 +0000 <![CDATA[How To Merge Duplicate Contacts - Perhaps you have duplicate contacts you want to merge together. Here's how you can merge up to 10 contacts at a time.]]> https://helpmonkhouse.lawprocess.io/article/18/how-to-merge-duplicate-contacts Part 1: Choose the contacts to merge.

Step 1: Select the contacts you want to merge (select anywhere from 2-10).

Note: You can use the quick search to find them by name, etc.

Step 2: Click the "Merge" button from the menu at the top of the Contacts page.

mergecontactspart1.gif

Part 2: Merge the contact data.

Step 1: In the popup window, the contact...

]]> https://helpmonkhouse.lawprocess.io/article/18 Thu, 21 Jan 2021 14:22:35 +0000 <![CDATA[User's Profile and Availability - Manage Your Password, Email Signature and Calendar Availability]]> https://helpmonkhouse.lawprocess.io/article/8/users-profile-and-availability

]]> https://helpmonkhouse.lawprocess.io/article/8 Thu, 14 Jan 2021 20:50:13 +0000 training Calendar <![CDATA[Contact Overview - Understanding Contacts]]> https://helpmonkhouse.lawprocess.io/article/7/contact-overview

]]> https://helpmonkhouse.lawprocess.io/article/7 Thu, 14 Jan 2021 20:35:06 +0000 training <![CDATA[Pipeline Overview - Understanding Pipeline Stages]]> https://helpmonkhouse.lawprocess.io/article/6/pipeline-overview

]]> https://helpmonkhouse.lawprocess.io/article/6 Wed, 13 Jan 2021 20:22:00 +0000 training Pipeline <![CDATA[Training For Intake - This video covers the full training for the intake team]]> https://helpmonkhouse.lawprocess.io/article/5/training-for-intake

]]> https://helpmonkhouse.lawprocess.io/article/5 Thu, 14 Jan 2021 19:45:41 +0000 training intake <![CDATA[Appointment Report - Watch this video to learn more about the appointment report in Lawprocess]]> https://helpmonkhouse.lawprocess.io/article/4/appointment-report

]]> https://helpmonkhouse.lawprocess.io/article/4 Thu, 14 Jan 2021 18:35:10 +0000 Reporting