There are a few different ways to start a New Matter in your Rally account.  The first way is to Navigate to the New Matter tab at the top of your scree...

Once you have opened a Matter and are ready to send related documents for signing, you can follow the steps below. If you aren't sure how to start a new...

If you are looking to add a new Firm User to your account we are happy to help you with that process.  To add request a new user, please send the fol...

Rally offers many ways to collaborate with clients to make your life easier. Here are some of the different ways you can work with clients through the Rally...

When sending documents for signing through HelloSign, you can easily auto-populate the location of signature, initial and date fields on the document. Using...

Do you have a document created outside of Rally but still want to store it in Rally? You can use Blank Matters to open a Matter Workspace without using a te...

Whenever a document in a Matter Workspace has been updated or overwritten with a file that has the exact same name, a new version of the document is saved. ...

Sorting Clients To sort your clients, click on the "sorted by" drop-down to the right of the client search bar. From here you can choose to so...

There are severals ways to create clients in Rally depending on your workflow.  1. Create a client by sending a questionnaire using the Paper Airplane i...

Keep track of all contacts associated with each of your clients right on their Rally profile. Adding a Contact Field to a Questionnaire In orde...