General

Best Practices

• 8 Best Practices for Successfully Adopting Rally with your Firm
• 5 Steps to making the most of Rally in your first month
• 3 Common Mistakes to Avoid when Getting Started with Rally
• 4 Best Practices for Building Questionnaires

Account Set Up

• Available Stock Templates
• White-labeling
• Connect your LawPay Account
• Rally Integrations
• Set up your Client Portal "Book a Meeting" Link

Getting Started

• Rally App Overview
• Rally Terminology
• Team Settings Overview

How-To Articles

• How to start New Matters in Rally
• Using Dropbox Sign 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

• Displaying Questionnaires in your Menu of Services
• Menu Of Services Builder
• 4 Tips & Tricks for Building a Successful 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?

Getting Started Videos

Video Tutorials

• Client Name & Client Address Question Types
• Address Question Type
• Multi-Field Question Type
• Dropdown Question Type
• Data Table & Entity Question Types