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Logic Firm Help

Search our documentation

Topics

  1. Announcements
    1. Logic Firm Updates - April 2025
    2. Logic Firm Updates - March 2025
    3. Logic Firm Updates - February 2025
  2. Quotes
    1. Tab Overview: Quotes
    2. How to: add default line items to the scope and budget of an LSA
    3. How to: edit the default quotes email template attached to a LSA
    Show 3 more
  3. Matters
    1. The Features of Matters
    2. Tab Overview: Matters
    3. How to: Collapse or Expand a Matter Header
    Show 14 more
  4. Document Management
    1. How to: Preview a Document
    2. How to: Edit a Document
    3. How to: Delete a Document
    Show 8 more
  5. Contacts
    1. Tab Overview: Contacts
    2. Viewing Contacts: Companies
    3. Viewing Contacts: Individuals
    Show 6 more
  6. Feesheet
    1. Tab Overview: Feesheet
    2. How to: Edit a Feesheet Entry
    3. How to: Reverse a Feesheet Submission
    Show 6 more
  7. Billing
    1. How to: edit sundries
    2. How to: reverse (delete) sundries and disbursements
    3. Debtors Ledgers
    Show 20 more
  8. Trust Accounting
    1. Trust Accounting: How to use trust funds to make payments, deposits and transfers with Logic Firm
    2. Trust Accounting: Using trust funds to pay a bill
    3. Trust Accounting: Reconciling a transaction
    Show 3 more
  9. Task Management
    1. Overview: Task Management
    2. Matter Tab Close Up: Tasks
  10. Templates
    1. Precedents: Custom Forms, Logic Templates and Workflows
    2. How to: add information to, and reformat, a precedent
    3. Invoice Template Fields
    Show 1 more
  11. Search
    1. How to: Search
    2. How to: search by multiple of the same type of filter (Boolean Operators and Prefix Queries)
    3. How to: Search for Contacts
    Show 1 more
  12. Reports
    1. Tab Overview: Reports
    2. How to: Create a custom report using tables
  13. User Settings and Preferences
    1. How to: Update your Capacity Status
    2. My Account: Access
    3. My Account: Security
    Show 3 more
  14. Troubleshooting
    1. How to: Un-install & Re-install Logic Firm Desktop Tools
    2. Installing Logic Firm Desktop Integration
    3. How to: Re-install the Logic Firm Outlook Plugin
    Show 3 more
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