For Law Firms
For Law Firms - User Guide
Sign in
Learn how to sign in
Overview of the RightHub interface
Learn the overview of the system
How to configure user settings and preferences
Learn user settings and preferences
Managing user access and permissions
Learn how to invite an user and set up user access
Creating user groups and removing users
Learn how to create, edit and delete user groups
How to set up client profiles
Learn how to set up client profiles and manage them
How to organise client portfolios
Learn how to use the client picker and organise your client portfolios
Assigning client permissions and roles
Learn how to set up client permissions and assign roles
How clients can access their data via the Client Portal
Learn how clients can access their data via Client Portal
How to create and manage agent profiles
Learn how to create and manage agent profiles
Inviting agents to RightHub for collaboration
Learn how to invite agents to RightHub for collaboration
Setting up pricing for agents
Learn how to set up pricing for agents
Monitoring agent reciprocity
Learn how to monitor agent reciprocity
Creating cases manually
Learn how to create a case manually
Automated trademark case creation via public records
Learn how to create a trademark case via public records
How to create a family member and viewing family information
Learn how to create a family member and viewing family information
Searching and filtering cases effectively
Learn how to search and filter cases effectively
Categorising and tagging portfolios
Learn how to categorise and tag portfolios
Bulk updating
Learn how to bulk update
Saving and sharing views
Learn how to save and share views
Basic case management, adding, editing and deleting
Learn basic case management
How to create and manage tasks, events and reminders
Learn how to create and manage tasks, events and reminders
Managing legal status events and statutory deadlines
Learn how to manage legal status events and statutory deadlines
How Smart IP Logic automates case statuses
Learn how smart IP Logic automates case statuses
Audit warnings
Learn about audit warnings
Time tracking
Learn about time tracking
How to send and receive messages within RightHub
Learn how to send and receive messages within RightHub
Tracking communication history and audit trails
Learn how to track communication history and audit trails
Chat and notifications
Learn the chat and notifications
Setting up automatic task reminders via email
Learn how to set up automatic task reminders via email
Uploading and managing documents in RightHub
Learn how to upload and manage documents
Organising files with categorisation
Learn how to organise files with categorisation
Using generative AI to extract and analyse documents
Learn how to use generative AI to extract and analyse documents
Document sharing with internal and external stakeholders
Learn how document sharing with internal and external stakeholders works
How to access the renewals dashboard
Learn how to access the renewals dashboard
Using transaction workflows to work with agents
Learn how to use transaction workflows to work with agents
Instructing and negotiating with agents in the service hub
Learn how to instruct and negotiate with agents in the service hub
How to generate reports (Excel & PDF)
Learn how to generate reports (Excel & PDF)
Using dashboards to visualise IP portfolios
Lean how to use dashboards to visualise IP portfolios
Tracking time spent on IP activities
Learn how to track time spent on IP activities
How to white-label RightHub with custom branding
Learn how to white-label RightHub with custom branding
Configuring client portal for my customers
Learn how to configure client portal for my customers