Getting Started

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

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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.
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Written by Matthew Jones
Updated over a week ago

Appointments in Curo365

Three ways to create appointments within Curo365.
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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.
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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.
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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.)
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Written by Matthew Jones
Updated over a week ago

Basic Curo365 Overview

A guide to your landing page and a general introduction to Curo365.
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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.
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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.
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Written by Matthew Jones
Updated over a week ago

Business Centers Overview

A guide to Business Centers, what they are and how they work.
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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
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Written by Matthew Jones
Updated over a week ago