SBOS.AIUser Guide

Guidance for every major feature — CRM, matters, time, billing, documents, projects, registers, and administration.

Getting started

Contacts, organisations, clients, and relationships.

Service catalogue, engagement letters, and digital signing.

Matter lifecycle, outcomes, SharePoint, trust, and reporting.

Time entries, calendar draft rows, and timers.

Drafting, approvals, ready-to-send, disbursements, and invoice tabs.

Libraries, versioning, and document review.

Microsoft 365 sync and physical mail tracking.

Projects, routines, sprints, cross-project tasks, and to-do lists.

Anti-Money Laundering and Counter-Terrorism Financing, CDD and VOI requirements

Risk, PPSR, incidents, assets, and AML where enabled.

Metabase reports and embedded dashboards.

Users, roles, teams, offerings, trust, Syntaq, and system settings.