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Knowledge base
General
Best Practices
4
8 Best Practices for Successfully Adopting Rally with your Firm
5 Steps to making the most of Rally in your first month
3 Common Mistakes to Avoid when Getting Started with Rally
4 Best Practices for Building Questionnaires
Account Set Up
5
Available Stock Templates
White-labeling
Connect your LawPay Account
Rally Integrations
Set up your Client Portal "Book a Meeting" Link
Getting Started
3
Rally App Overview
Rally Terminology
Team Settings Overview
How-To Articles
19
How to start New Matters in Rally
Using Dropbox Sign for Signatures
Request a New Firm User
Collaborate with Clients in Rally
Automatically Create Signature Fields in HelloSign
View all 19
Building Templates
16
Building a New Template
Building Questionnaires
Question Types
Encoding Automated Documents 101
Visibility Conditions in Questionnaires
View all 16
Menu of Services
3
Displaying Questionnaires in your Menu of Services
Menu Of Services Builder
4 Tips & Tricks for Building a Successful Menu of Services
FAQs
9
How do I add a new Firm Users to my Rally account?
Where can I find the link to my Menu of Services?
What is the difference between Draft and Published mode for templates?
How do I learn about new features available in Rally?
How do I connect Rally to my website?
View all 9
Getting Started Videos
0
Video Tutorials
8
Client Name & Client Address Question Types
Address Question Type
Multi-Field Question Type
Dropdown Question Type
Data Table & Entity Question Types
View all 8
Documentation for Firm Clients
How-to Articles
2
Firm Clients - Starting New Matters in Rally
As a firm client, how does Rally help me manage my legals?
Help Desk Software
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