Introduction

SBOS.AI is a unified practice-management platform for law firms. It brings client relationships, matter delivery, time recording, billing, trust accounting, documents, email, projects, and reporting into one place so your team works from a single source of truth.

This user guide explains how to use each major area of the product. It is aimed at lawyers, paralegals, accounts staff, and administrators who use the staff portal day to day. Technical build and deployment guidance lives in dev-docs in the repository, not in this VitePress site.

What you can do in SBOS.AI

Area	What it is for
CRM	Contacts, organisations, clients, and relationships.
Offerings	Your firm’s service catalogue; matters are usually opened from an offering.
Contracts	Engagement letters and other agreements, including digital signing.
Matters	End-to-end legal file management, outcomes, documents, time, invoices, and trust.
Time	Time entries, Auto time entries (draft queue from calendar/email/timer/RescueTime), and timers (navLinks.ts + user.router.ts).
Invoicing	Draft invoices, approvals, ready-to-send queues, disbursements, and collections.
Documents	SharePoint-backed libraries, versioning, and review workflows.
Email	Microsoft 365 inbox sync and linking mail to matters and projects.
Projects & routines	Internal change initiatives and repeating operational project templates.
Tasks	Project tasks, cross-project task lists, and lightweight to-do lists.
Groups	Team spaces with members and shared safe storage.
Registers	Risk, PPSR, incidents, and firm asset registers.
Compliance	AML / CDD workflows where enabled.
Reporting	Metabase dashboards and matter reports.
Support	Tickets, feedback, and troubleshooting.
Administration	Users, roles, teams, offerings, trust, Syntaq, Metabase, and tenant settings.

Not every menu appears for every user: permissions and feature flags control visibility.

How this guide is organised

Use the left sidebar (or the User Guide menu at the top) to jump to a chapter. High-level map:

1. Getting started — Login, layout, dashboard, calendar, notifications, profile.
2. CRM — People and organisations you work with.
3. Service catalogue & contracts — Offerings and firm contracts.
4. Matters — Legal workfiles, trust, outcomes, SharePoint.
5. Time tracking — Time entries, auto time entries (draft queue), timers.
6. Invoicing — Billing lifecycle and disbursements.
7. Documents — Files and review.
8. Email — Microsoft 365 inbox ( General group). Mail register lives under Registers in the sidebar.
9. Projects & work management — Projects, routines, project tasks, To Do.
10. Collaboration — Groups.
11. Registers & compliance — Risk, PPSR, incidents, assets, AML.
12. Reporting — Metabase and matter reports.
13. Support & feedback — Tickets and help.
14. Client portal — What external clients may see.
15. Common tools — Notes, reminders, metadata, Syntaq, wiki, automations.
16. Administration — Configuration (restricted roles).
17. Glossary — Key terms.

Getting help

If something is missing, behaves unexpectedly, or you need access, contact your firm’s SBOS.AI administrator or use Support tickets when that menu is available.