Rally for Law Firms

Best Practices

• 5 Steps to making the most of Rally in your first month

Getting Started Video Series

• Rally App Overview

Menu of Services

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

Account Set-up

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

Documented Tutorials

• Request a New Firm User
• Collaborate with Clients in Rally
• Sorting and Archiving Clients
• Creating Clients
• Contact Database for Clients

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FAQs

• How do I add a new Firm Users to my Rally account?
• Where can I find the link to my Menu of Services?
• How do I connect Rally to my website?
• How do I delete clients?

Getting Started

• Rally Terminology
• Team Settings Overview

Building Templates

• How to Build Client-Specific Templates