Account Set Up

Available Stock Templates
We have started collecting a library of stock templates available for our clients to use so you can get started ASAP.  Here is a list of the templates w...
Wed, 14 Sep, 2022 at 10:10 AM
White-labeling
In order to set up your account, we will need some information to determine the look and feel of your Rally configuration with respect to your firm's...
Thu, 7 Jan, 2021 at 9:26 PM
Connect your LawPay Account
To integrate your LawPay account you will need your email and password from your existing account. If you don't already have an account but would like o...
Fri, 8 Jan, 2021 at 8:25 AM
Rally Integrations
We are always developing new integrations at Rally. Here is a complete list of the currently available integrations:  Zapier Our Zapier integration ...
Mon, 19 Sep, 2022 at 12:13 PM
Set up your Client Portal "Book a Meeting" Link
You can include a link in the Client Portal that allows clients to book consultations or meetings with you and your firm. We recommend using Calendly but we...
Wed, 7 Apr, 2021 at 3:02 PM