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Tutorials
Lesson library
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Lesson Topics
Getting Started
The basics
Account setup
App Builder
Intro to app builder
Variables
Page blocks
Logic blocks
Using questions
Expression editor
Repeating questions
Using lists
Navigation blocks
Scheduling apps
Test and debug your app
Default question values
Style your app
Document Automation
Intro to document automation
Word templates
PDF templates
Email templates
Database
Intro to databases
Send data
Pull data
Relational data
Activate & publish
Intro to activating and publishing
How to activate
How to publish
Marketplaces
Custom app URL
Embed your app
Portals
Intro to Portals
Setup
Pages
Database connections
Managing users
Integrations
Intro to integrations
Collecting payments
E-signatures
Clio
Google Sheets
Zapier and webhooks
Run your apps via API
Auto-build shortcuts
Auto-build overview
Use PDF to auto-build a table
Use a table to auto-build an app
Lesson Topics
Getting started
Welcome to all legal automation builders!
App builder
All actions are performed by an app, e.g. collecting data or automating documents.
Document automation
Create templates for Word documents, PDFs, and even emails.
Database
Add a database to your apps to save and re-use data.
Activate & publish
Get your app ready and then launch it online.
Portals
Create dashboards for others to use your apps and view their data.
Integrations
Collect payments and e-signatures, connect to Clio, or build custom integrations.
Auto-build shortcuts
The fastest way to build apps and databases.
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