Curo365

A short guide to how to create a Matter with these aspects, as well as what it means for Invoices.

Pro-Bono and Non-Invoiced Matters

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

Accessing/Logging In to Curo365

Three ways to create appointments within Curo365.

Appointments in Curo365

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

Connecting a Matter to a Contact

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

The Matters Entity

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

Assigning a Matter

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

Basic Curo365 Overview

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

The Contacts Entity

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

The Accounts Entity

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

Business Centers Overview

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

Using SharePoint in Curo365

Vaughn

A collection of Articles to get your acclimated with Curo365.

Getting Started

Find answers and get help from Intercom Support and Community Experts

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