Application setup overview

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This topic provides links to topics with information on setting up the application prior to using it for processing. Setup tasks include entering data for your firm, staff, and clients; creating groupings, custom fields, and engagement templates; and customizing other areas of the application to suit your firm’s needs.

Note: For further information and guidance on setting up Practice CS for your firm, refer to the "Setting Up Practice CS" chapter in the Practice CS Getting Started guide.

Initial setup

The following topics provide information on initial setup tasks.

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Firm setup

The following topics provide information on firm-related setup tasks.

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Office setup

See Office setup overview for information on setup tasks for your office record.

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Staff setup

The following topics provide information on initial setup tasks for your staff records.

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Activity setup

The following topics provide information on setup tasks for your firm activities.

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Client setup

The following topics provide information on setup tasks for your client records.

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Pre-processing setup

The following topics provide information on setup tasks to perform before you begin using Practice CS for processing.

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Project management setup

If your firm is licensed for the add-on Project Management module, the following topics provide information on setup tasks to perform prior to using this module.

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Client management setup

If your firm is licensed for the add-on Client Management module, the following topic provides information on setup tasks to perform prior to using this module.

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Staff management setup

If your firm is licensed for the add-on Staff Management module, the following topics provide information on setups tasks to perform prior to using this module.

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