Rally for Law Firms
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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
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Building Templates
Building a New Template
Building Questionnaires
Question Types
Encoding Automated Documents 101
Visibility Conditions in Questionnaires
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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?
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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
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