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Dictionary Administration

 

System settings and categories are administered via the Data Dictionary Tab of  the KI Admin Tool. You can add and modify system settings to further customize the available options to meet the needs of your users and firm. Available settings for modification include:

  • Letter Closings

  • Mailing Certifications

  • Marketing and Mailing Codes

  • Client Matter Sub-Categories (such as proof of service lists, opposing counsel, experts, etc.)

  • Phone Categories

  • States (for bar number information)


 



KI Admin Tool

What's Included:

Firm Names Administration

User Administration

Form Bank Organizer

Client Matter

Dictionary Administration