Entities setup workflow
After setting up basics, set up entities: your client firms, contacts at these firms, your company’s resources, and locations where jobs occur. You can set these up at any time and in any order, however, every contact must be associated with a firm.
Firms are entities with whom you do business. The Firms table is your address book and information file on all of these entities. (in Entities menu)
Contacts are individuals who work for firms you do business with. The Contacts table is where data on all of these individuals is stored. (in Entities menu)
Resources provide your business with a service or support. (in Entities menu)
Locations are places where jobs take place, such as court rooms or law offices. (in Entities menu)
Next: Set up rates
After setting up basics and entities, set up billing and pay rates, and related information.