Dcoumentation



Getting started with Workestra

Welcome to Workestra! Now that you've poked around a bit, we wanted to better explain how Workestra is organized and how you should set things up to get the most out of your account. 

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Workestra allows you to manage your cases and collaborate with colleagues anywhere on any device. Weather you need to review a client's document, track time and expenses or send private messages, Applawd puts everything at your fingertips. 

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For Admins: 
↵We've got something for you. Go to our Workestra admin guide

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Invite your team 

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You can build your team by adding them to your account from Admin Dashboard > Members.  

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Click on Invite Members. Enter their First name, Last name, Email. You may also include a Custom message to go along with the invitation. They will receive an email with instructions on signing in to their account. 

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Add a Client 

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Next thing you'd want to do is to add your clients. You can build your clients directory from Clients > Add Client. Similar to inviting your team members, you will provide their basic information as well as a phone number and an optional Welcome Message to be included in their invitation email. Portal Access  determines if the client should have access to the Applawd portal to see documents or messages that you might want them to see.  

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Create a Case 

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We'll take you through setting up your case, since cases are the hub of all activity in Workestra. You can add a new case from Cases > Add Case. Specify your Case name, Client (which you just added), Practice area, and the steam member that will be working on this case. You may also provide a description of the case in Description

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That's all! you are ready to go. 


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