Getting Started

These are the things that will be the most helpful as you get started using Curo365.

10 articles in this collection
Written by Matthew Jones

Accessing/Logging In to Curo365

A guide to show you how to login to your unique Curo365 URL and environment.

Written by Matthew Jones
Updated over a week ago

Appointments in Curo365

Three ways to create appointments within Curo365.

Written by Matthew Jones
Updated over a week ago

Connecting a Matter to a Contact

This guide will show you how to connect a specific contact to a matter for future association.

Written by Matthew Jones
Updated over a week ago

The Matters Entity

How to locate and use the Matters Entity for beginning new Matters and tracking existing Matters.

Written by Matthew Jones
Updated over a week ago

Assigning a Matter

This guide will show you how to assign a matter to a Responsible user (attorney, paralegal, etc.)

Written by Matthew Jones
Updated over a week ago

Basic Curo365 Overview

A guide to your landing page and a general introduction to Curo365.

Written by Matthew Jones
Updated over a week ago

The Contacts Entity

How to locate and use the Contacts Entity for adding new contacts and tracking existing contacts.

Written by Matthew Jones
Updated over a week ago

The Businesses Entity

How to locate and use the Businesses Entity for adding new contacts and tracking existing contacts.

Written by Matthew Jones
Updated over a week ago

Business Centers Overview

A guide to Business Centers, what they are and how they work.

Written by Matthew Jones
Updated over a week ago

Using SharePoint in Curo365

A guide illustrating the direct path to documents stored in SharePoint for a given Matter

Written by Matthew Jones
Updated over a week ago