FAQs
New Firm Users must be added by the Rally team. Learn more about how to submit a request for a new firm user to be added to your account.
Wed, 13 Jan, 2021 at 12:19 PM
1. Click on profile icon on the left and then the Team Settings in the dropdown. 2. Find the option to copy the link to your Menu of Service...
Fri, 29 Jan, 2021 at 9:21 AM
Draft Mode We recommend keeping your template in Draft while it is being built and iterated upon before using it with a real matter. Publish...
Wed, 1 Jun, 2022 at 7:16 AM
We are regularly launching new features at Rally so we want to ensure that you are aware of new functionality as it is released. There are a few different w...
Tue, 31 May, 2022 at 11:53 AM
There are two different components of Rally that you can integrate into your website. 1. Link to Login Page Many of our clients will display a lin...
Mon, 8 Feb, 2021 at 3:47 PM
Perhaps you have a questionnaire that you wish to build that is very similar to an existing questionnaire, fear not, we can help save you a lot of duplicate...
Wed, 10 Mar, 2021 at 12:02 PM
If you have client profiles within Rally that you would like deleted. Please email us at success@rallylegal.com with the names of the profiles and we will h...
Mon, 1 Feb, 2021 at 7:14 AM
To change the Matter name: 1. Click on the Matter that you would like to update the name of. Then click on the name of the Matter to enable editing mod...
Wed, 14 Sep, 2022 at 9:45 AM
A "Summary" tab is now available at the top of the Template edit page. This summary will display a list of all the questions in the template as we...
Wed, 14 Sep, 2022 at 9:52 AM