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Getting Started
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