Help Center
Step-by-step guides for ProperFile
Short, picture-by-picture guides for setting up your firm and using ProperFile every day. Start with the basics, then set up your firm in the Admin Panel.
Getting started
The basics
Add a new client
Enter a new lead, then turn them into a client with a portal invitation.
Setting up your firm
Admin Panel setup
Most of ProperFile is set up in the Admin Panel. Only admins, or users with Admin Panel permission, can open it.
Firm information
Your firm’s name, address, logo, signature and languages (Preferences).
Hearing types and calendar colors
Set your hearing types and color-code the calendar.
Recycle bin and exporting your data
Restore deleted documents and download a copy of your firm’s data.
Everyday use
Working with clients
The client portal
What your clients see and how they use it.
Coming soon
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Our team is happy to help. Send us a message and we’ll get back to you.