Help Center
Onboarding video tutorials
Start off on the right foot with Jarvis thanks to 3 series of video tutorials : Before starting, The Essentials, and Becoming an expert.
Introduction to the application features and settings
First steps with Jarvis, overview of the application features and settings
Contacts and clients
Create, edit and display contacts and clients
Client portal
Open/Close client portal, share folders and files via the portal
Cases
Create and edit cases together with their clients, parties, jurisdictions, billing policies and access rights.
Time tracking
Add time entries, flat fees, expenses and outlays on your cases and learn more about available actions on these activities
Billing and payments
Create, generate and validate bills based on different templates and billing modes. Enter and follow up payments
Documents (JarvisDrive/JarvisBox)
Manage documents online from your Jarvis account or directly from your computer
Document templates
Create or import document templates, insert merge fields, manage the template layouts, languages and types.
Emails
Write emails, save attachments, link emails to cases, email opening tracking, ...
Calendars
Manage synced calendars, add/edit calendars and events, convert events into billable activities, ...
Tasks
Add/Edit tasks related to cases or contacts, with reminders, priority and sharing options.
Reporting
Introducing default reporting and advanced reporting thanks to JarvisAnalytics
Accounting
Manage your chart of accounts, banks, tax rates and export journals from Jarvis.
e-Signature
Create and follow up e-Signature requests after choosing the recipients and placing the signature tags.
JarvisConnect
Learn more about the video conference tool developed by Jarvis
Document validation
Manage your document validations via the Document workflow menu
Business alerts (Nomination)
Manage and set up your Business alerts issued by Nomination
TONI your virtual assistant (Jarvis AI)
Your smart virtual assistant based on AI to help you in your day-to-day tasks whether they're general or related to legal matters.
Serving of legal documents
Serving of legal documents directly integrated into Jarvis
GDPR
Security and confidentiality of your data with regards to GDPR
Releases
History of Jarvis releases and updates
Tips and contacts
Useful information, tips and contacts at Jarvis as well as our Terms of Use.
Start off on the right foot with Jarvis thanks to 3 series of video tutorials : Before starting, The Essentials, and Becoming an expert.
First steps with Jarvis, overview of the application features and settings
Create, edit and display contacts and clients
Open/Close client portal, share folders and files via the portal
Create and edit cases together with their clients, parties, jurisdictions, billing policies and access rights.
Add time entries, flat fees, expenses and outlays on your cases and learn more about available actions on these activities
Create, generate and validate bills based on different templates and billing modes. Enter and follow up payments
Manage documents online from your Jarvis account or directly from your computer
Create or import document templates, insert merge fields, manage the template layouts, languages and types.
Write emails, save attachments, link emails to cases, email opening tracking, ...
Manage synced calendars, add/edit calendars and events, convert events into billable activities, ...
Add/Edit tasks related to cases or contacts, with reminders, priority and sharing options.
Introducing default reporting and advanced reporting thanks to JarvisAnalytics
Manage your chart of accounts, banks, tax rates and export journals from Jarvis.
Create and follow up e-Signature requests after choosing the recipients and placing the signature tags.
Learn more about the video conference tool developed by Jarvis
Manage your document validations via the Document workflow menu
Manage and set up your Business alerts issued by Nomination
Your smart virtual assistant based on AI to help you in your day-to-day tasks whether they're general or related to legal matters.
Serving of legal documents directly integrated into Jarvis
Security and confidentiality of your data with regards to GDPR
History of Jarvis releases and updates
Useful information, tips and contacts at Jarvis as well as our Terms of Use.