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  • Activate Your Clasp Account
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  • Invite team members to your firm
  • Connect your email (Gmail or Outlook)
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  • Set Up Your Firm Profile
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Calendar
  • Create a Calendar Event
  • Link an Event to a Case
  • Connect Google Calendar
  • Set Up a Booking Page
  • Share Your Booking Link
Cases
  • Create a Case
  • What are Primary and Associated Contacts?
  • Edit a Case
  • Case Stages
  • Case health (On Track, At Risk, Off Track)
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  • Manage a Case
  • Assign a Lead Attorney
  • Close a Case
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  • Delete a Case
Contacts
  • Link a Contact to a Case
  • Create a Contact
  • Edit and Delete a Contact
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Messages
  • Messages Overview
  • Send a Direct Message
  • Message a Client
Tasks
  • Create a Task
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  • Set a Task Due Date
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Emails
  • Connect Gmail or Outlook
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Clasp Drive
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Signatures
  • Send a Document for Signature
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Billing
  • Billing Overview
  • Create an Invoice
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  • Log a Time Entry
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  • Trust Account Overview
  • Request Trust Funds
  • Apply Trust Funds to an Invoice
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  • Use the Timer
  • Edit and Delete Time Entries
  • Record a Payment
  • Invoice Statuses
  • Billing Settings
  • Set a Default Hourly Rate
Banking
  • Trust and Operating Accounts
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  • View Transactions
  • Process a Disbursement
Intake
  • Create an Intake Form
  • Add Fields to an Intake Form
  • Send an Intake Form
  • View Intake Responses
  • Convert an Intake Response to a Case
Client Portal
  • Client Portal Overview
  • Invite a Client to Their Portal
  • What Clients Can See and Do
  • Manage Portal Access
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Settings & Admin
  • Switch Workspaces
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Troubleshooting
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Help Center

Messages

Internal messaging and client SMS

  • Messages OverviewClasp Messages is a built-in messaging tool in the sidebar for team communication and client outreach.
  • Send a Direct MessageDirect messages let you have private one-on-one conversations with teammates directly inside Clasp.
  • Message a ClientYou can send SMS messages to clients directly from Clasp without switching to your phone or another app.
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