OctoGenie Help Center
Everything you need to manage your legal practice
Self-serve tutorials and step-by-step guides for lawyers and legal teams. No external training required.
The Legal Workflow
Follow this path from initial enquiry to final payment
Complete workflow!
Master each step to streamline your legal practice.
All Guides
Leads
Manage potential clients
Clients
Client information
Matters
Track legal matters
Cases
Manage court cases
Calendar
Schedule hearings
Documents
Store legal files
AI Assistant
Draft & analyze
Invoices
Bill clients
Payments
Track collections
Expenses
Record costs
Tasks
Assign & track work
Time Tracking
Log your hours
Settings
Configure system
FAQs
Get answers
Quick Start Actions
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