Rally for Law Firms
General
Best Practices
Account Set Up
- Available Stock Templates
- Connect your HelloSign Account
- White-labeling
- Connect your LawPay Account
- Rally Integrations
Getting Started
How-To Articles
- How to start New Matters in Rally
- Using HelloSign for Signatures
- Request a New Firm User
- Collaborate with Clients in Rally
- Automatically Create Signature Fields in HelloSign
Building Templates
- Building a New Template
- Building Questionnaires
- Question Types
- Encoding Automated Documents 101
- Visibility Conditions in Questionnaires
Menu of Services
FAQs
- How do I add a new Firm Users to my Rally account?
- Where can I find the link to my Menu of Services?
- What is the difference between Draft and Published mode for templates?
- How do I learn about new features available in Rally?
- How do I connect Rally to my website?
Video Tutorials
- Client Name & Client Address Question Types
- Address Question Type
- Multi-Field Question Type
- Dropdown Question Type
- Data Table & Entity Question Types