First 5 steps to start using Jusnote

First 5 steps to start using Jusnote

To start using Junsote, you need to go through these 5 simple steps. 


Step 1. Login

  1. Visit jusnote.com and tap on "Try for free" in the upper right corner. If you already have an account in Jusnote, just tap on Login and enter your credentials.


Step 2. Adding team members

  1. On the "Settings" page, tap on the "Team" button. The system will open the special page where you can add your employees.
  2. On this page, you need to tap on the "Invite" button in the upper right corner. Jusnote will immediately open the pop-up where you enter the employee's information, Email, as well as select the right permissions, that are appropriate to the position of the employee in the firm. If you want to learn more about roles and permissions in Jusnote, please tap here.
  3. In the employees' profiles, set their billing preferences. 

To set and billing preferences of each employee, tap on the specific user on the Team page > Edit > Billing Preferences. You can learn more about billing preferences here.


To learn more about how to invite the employees to Jusnote, tap here.


Step 3. Setting up the main currency and the default rate

  1. On the "Settings" page, tap on the "Billing preferences" section.
  2. On the "Billing preferences" page, enter your main billing parameters, which will be used in different places of Jusnote by default. 


Learn more about setting up the main currency and rates by default here.


Step 4. Setting up directories by default. 

  1. On the "Settings" page, tap on the "Directories" section. 
  2. On the "Directories" page, enter your main parameters about practice areas, categories of expenses, types of activities, lawyers' types of activities, document categories, types of relations withing contacts, and types of persons. 


To learn more about managing your practice areas in Jusnote, please visit this page.


Step 5. Setting up correspondence

  1. On the "Settings" page, tap on the "Correspondence" section. 
  2. On the "Correspondence" page, set up the main parameters of incoming and outgoing letters, that automatically will be applied during the work with correspondence. 


Read more about setting up the Junsote account here. 

    • Related Articles

    • Account management

      Account - an information record in the system about the Subscriber and the account administrator. By default, information about the Subscriber is used in invoices, bills, and other places of Jusnote. Subscriber - a person (usually a law firm or ...

    • Roles and permission types in Jusnote

      There are two user roles in Jusnote: Administrator and User. Administrator - an individual appointed by the Subscriber (a) as the primary administrative contact to resolve any issues related to disconnections from the Service and other problems ...

    • How to manage groups

      A group is a team of two or more users that can be united to share specific matters or contacts. Please note that the Group is not identical to the Practice and was created to control access to confidential information of a specific matter or ...

    • Changing of the account's Subscriber and Administrator in Jusnote

      The account is the record in the system about the Subscriber and the Administrator ("system's administrator").  The Subscriber is the person (as a rule, a company, or the Advocates union) that purchases the software and services ("Service") of ...

    • How to Create New Tags in Jusnote

      Tags are used to classify and organize your contacts, projects, and documents in Jusnote. These are unique markers or keywords that you can use to further filter or search for relevant contact groups, projects, and documents.  For example, you can ...