User Guide Library
Select a LawFlow training guide below. Each guide explains what the module does, when staff should use it, and the correct operational workflow.
Getting Started
Basic orientation for new users: what LawFlow is, how to navigate the portal, and where key workspaces live.
User Roles & Access Management
Manage user access, role permissions, restricted records, department visibility, and admin-only controls.
Client / Firm Setup
Configure firm details, departments, matter types, phone numbers, opening hours, and default operating rules.
People Setup
Create employees, assign departments and matter types, configure routing priority, alerts and emergency escalation.
Matter Intake
Create and manage new matter enquiries from calls, manual entry, callbacks, and guided workflows.
Entity Management
Create, search, update, and link people or organisations across matters, conflict checks, and audit history.
Conflict Checking
Run searches, review possible matches, understand outcomes, and record conflict decisions safely.
Call Flow Designer
Build, connect, test, and publish live call workflows using configurable blocks and route labels.
Call Block Matrix / Block Builder
Create reusable settings fields, assign them to call blocks, preview block forms, and control what appears in the Call Flow Designer.
Calls, Recordings & Transcripts
Review master call records, recordings, transcripts, caller replies, flow progress, and call outcomes.
SMS & Follow-Up Messaging
Configure SMS sending, expected replies, yes/no routing, follow-up messages, and reply audit trails.
Bookings & Consultations
Manage consultation bookings, personal calendar availability, appointment statuses, and booking workflows.
Callbacks & Tasks
Track callback requests, assign follow-ups, update statuses, close records, and convert callbacks into matters.
AI Helper
Use guided AI support for voice notes, typed instructions, drafting, review, approval, and operational assistance.
Audit Centre
Review user activity, matter activity, call-flow changes, entity updates, and system audit evidence.
Admin & Configuration
Manage system settings, guide structure, departments, matter types, active flows, and change-control basics.
Testing & Release Process
Use the controlled build method, Call Block Matrix, TestLab, evidence notes, and feature sign-off workflow.
Troubleshooting
Resolve common operational issues such as silent calls, missing SMS, access problems, and unexpected routing.
Best Practice Guides
Recommended operating patterns for intake, conflict handling, AI use, emergency calls, and clean data management.
Glossary
Plain-English definitions for LawFlow terms such as entity, matter, block, node, route label, and audit trail.
Call Block Reference Guide
Every LawFlow call-flow block, with expected inputs, runtime behaviour, outputs, routes, and failure handling.