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Getting Started with VerdictFlow
Creating Your Account
Setting Up Your Firm
Inviting Team Members
Your First Lead
Lead Management
Adding Leads
Lead Pipeline (Kanban View)
Searching & Filtering Leads
Lead Statuses
Custom Fields (VF Fields)
Intake Packages
Exporting Leads
Calendar & Scheduling
Communications
Document Templates
Notifications
Settings Overview
Referral Network
Adding Firms to Your Network
Sending Referrals
Finding Incoming and Outgoing Referrals
Receiving Referrals
Auto-Routing Rules
Shotgun Referrals
Fee Sharing Agreements
Creating Agreement Templates
Using Variables in Templates
Sending Agreements for Signature
Signing Agreements
Managing Agreement Documents
Fee-Sharing Agreements
Setup Command Center
Intake Forms
External / Public Forms
Internal Intake Forms
Automation Rules
Process Automation
Integrations
Connect Clio
Connect HubSpot
Members & Permissions
Members, Roles & Permissions
Tasks
Reports & Dashboards
Billing & Plans
Product Tours
Demo Workspace
