If you are an experienced user of the CSI Lawyer, you can probably use the CSI Mobile app based on the attached "CSI Mobile Functionality Overview" document.

The document briefly describes:

• Which CSI functions the new CSI Mobile currently offers and which functions still need to be handled in the CSI Lawyer.
• How you can customize the app’s functions or appearance.
• How to use the dashboard and the app’s menus.
• How to use the app’s key functions:
  • register transactions
  • perform conflict searches and checks
  • manage and add critical tasks and tasks (activities)
  • review customer and matter information and add new matter requests
  • see your billable matters and create and review preliminary invoices

In case you prefer more detailed instructions, click the links in the list above to access the feature-related articles.