Docketwise

Whether you are new to Docketwise or just looking to learn more about how to use our software, you have come to the right place!

Below, you can learn more about our Help Features available on Docketwise:

<a href="#h_9dc60cbed3">Live Weekly Webinar</a>

<a href="#h_00ea570a77">Live Chat and Email Support</a>

<a href="#h_b3cec1d97a">Live Training Session</a>

<a href="#h_53ad98364c">Technical Support Call</a>

- <a href="#h_9dc60cbed3">Live Weekly Webinar</a>
- <a href="#h_7a3895d6aa">Help Center</a>
- <a href="#h_00ea570a77">Live Chat and Email Support</a>
- <a href="#h_b3cec1d97a">Live Training Session</a>
- <a href="#h_53ad98364c">Technical Support Call</a>

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We recommend that all new users register for our <a href="https://docketwise.webflow.io/events/onboarding" rel="nofollow noopener noreferrer" target="_blank">Live Weekly Webinar</a>, led by our Customer Success and Onboarding team.

You can also watch a recording of one of our previously recorded Onboarding Webinars below: 

Additionally, we have a vast <a href="https://support.docketwise.com/en/" rel="nofollow noopener noreferrer" target="_blank">Help Center Library</a> that helps you learn about all of our features and how to best-use Docketwise. Simply search for a keyword or phrase to start learning!

We have also broken out Help Center into various categories to enable you to browse by topic:

<a href="https://support.docketwise.com/en/collections/2685942-smart-forms" rel="nofollow noopener noreferrer" target="_blank">Smart Forms</a>

<a href="https://support.docketwise.com/en/collections/2686169-invoicing-and-trust-accounting" rel="nofollow noopener noreferrer" target="_blank">Invoicing and Trust Accounting</a>

<a href="https://support.docketwise.com/en/collections/2686170-client-portal" rel="nofollow noopener noreferrer" target="_blank">Client Portal</a>

<a href="https://support.docketwise.com/en/collections/2686173-firm-settings" rel="nofollow noopener noreferrer" target="_blank">Firm Settings</a>

<a href="https://support.docketwise.com/en/collections/2686182-integrations" rel="nofollow noopener noreferrer" target="_blank">Integrations</a>

<a href="https://support.docketwise.com/en/collections/2686183-contacts-and-matters" rel="nofollow noopener noreferrer" target="_blank">Contacts and Matters</a>

<a href="https://support.docketwise.com/en/collections/2686184-reports" rel="nofollow noopener noreferrer" target="_blank">Reports</a>

<a href="https://support.docketwise.com/en/collections/2686188-template-automation" rel="nofollow noopener noreferrer" target="_blank">Template Automation</a>

<a href="https://support.docketwise.com/en/collections/2686193-client-communication" rel="nofollow noopener noreferrer" target="_blank">Client Communication</a>

<a href="https://support.docketwise.com/en/collections/2716762-files-and-documents" rel="nofollow noopener noreferrer" target="_blank">Files and Documents</a>

<a href="https://support.docketwise.com/en/collections/2686190-case-tracking" rel="nofollow noopener noreferrer" target="_blank">Case Tracking</a>

- <a href="https://support.docketwise.com/en/collections/2685942-smart-forms" rel="nofollow noopener noreferrer" target="_blank">Smart Forms</a>
- <a href="https://support.docketwise.com/en/collections/2686169-invoicing-and-trust-accounting" rel="nofollow noopener noreferrer" target="_blank">Invoicing and Trust Accounting</a>
- <a href="https://support.docketwise.com/en/collections/2686170-client-portal" rel="nofollow noopener noreferrer" target="_blank">Client Portal</a>
- <a href="https://support.docketwise.com/en/collections/2686173-firm-settings" rel="nofollow noopener noreferrer" target="_blank">Firm Settings</a>
- <a href="https://support.docketwise.com/en/collections/2686182-integrations" rel="nofollow noopener noreferrer" target="_blank">Integrations</a>
- <a href="https://support.docketwise.com/en/collections/2686183-contacts-and-matters" rel="nofollow noopener noreferrer" target="_blank">Contacts and Matters</a>
- <a href="https://support.docketwise.com/en/collections/2686184-reports" rel="nofollow noopener noreferrer" target="_blank">Reports</a>
- <a href="https://support.docketwise.com/en/collections/2686188-template-automation" rel="nofollow noopener noreferrer" target="_blank">Template Automation</a>
- <a href="https://support.docketwise.com/en/collections/2686193-client-communication" rel="nofollow noopener noreferrer" target="_blank">Client Communication</a>
- <a href="https://support.docketwise.com/en/collections/2716762-files-and-documents" rel="nofollow noopener noreferrer" target="_blank">Files and Documents</a>
- <a href="https://support.docketwise.com/en/collections/2686190-case-tracking" rel="nofollow noopener noreferrer" target="_blank">Case Tracking</a>

If you can't find what you are looking for, have additional questions, or have any suggestions you can contact us directly via the live chat feature in Docketwise or by emailing us at <a href="mailto:team@docketwise.com" rel="nofollow noopener noreferrer" target="_blank">team@docketwise.com</a>.

Our team for live help is available from 10 AM Eastern/7 AM Pacific to 7 PM Eastern/4 PM Pacific.

To book a live training with your Customer Success Manager, you will need to follow the steps below:

From your <a href="https://app.docketwise.com/snapshots" rel="nofollow noopener noreferrer" target="_blank">Docketwise dashboard</a>, click the ❔ button in the top-right corner

Select the option to Book Training with your Customer Success Manager

- From your <a href="https://app.docketwise.com/snapshots" rel="nofollow noopener noreferrer" target="_blank">Docketwise dashboard</a>, click the ❔ button in the top-right corner
- Select the option to Book Training with your Customer Success Manager

- Choose the time that works best for you

To book a live technical support call with a Support Technician, you will need to follow the steps below:

Select the option for Schedule Technical Support

- From your <a href="https://app.docketwise.com/snapshots" rel="nofollow noopener noreferrer" target="_blank">Docketwise dashboard</a>, click the ❔ button in the top-right corner
- Select the option for Schedule Technical Support

- Choose the time that works best for you

Overview

Live Weekly Webinar

Help Center

Live Chat and Email Support

Live Training Session

Technical Support Call