Firm Chambers Academy

Everything you need to set up your Firm Chambers account, add your first clients, and start managing cases in minutes.

• Creating Your Account and Setting Up Your Firm
• Adding Clients and Contacts
• Creating Your First Case

Master document management, billing workflows, cloud data migration, and AI-powered tools to get the most out of Firm Chambers.

• Document Management and Versioning
• Time Tracking and Billing
• Using the AI Assistant
• How E-Signatures and the Document Builder Work
• Importing Files from Cloud Storage

Configure your firm settings, manage team members, set permissions, and monitor usage across your practice.

• Managing Team Members and Roles
• Firm Settings and Branding
• Monitoring Usage and Storage

Connect Firm Chambers with your existing tools — calendars, payment gateways, accounting software, and cloud storage — for a seamless workflow.

• Connecting Google Calendar
• Connecting Microsoft Outlook Calendar
• Setting Up Payment Gateways
• Connecting QuickBooks and Xero
• Email Notifications and Brevo Configuration

Learn how to export your data, import clients and cases from CSV files, bulk upload documents, and use AI classification to organise imported files.

• Exporting Clients, Cases, and Documents
• Importing Clients and Cases from CSV
• Bulk Uploading Documents
• Document Download Audit Log

Proven strategies for getting the most out of Firm Chambers, from data security to client communication and workflow optimisation.

• Securing Your Account with MFA
• Effective Client Communication
• Organising Cases for Maximum Efficiency