> ## Documentation Index
> Fetch the complete documentation index at: https://www.presolve.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Presolve Help Center

> Practical guides for attorneys, paralegals, accounting staff, and firm administrators.

Find your way around Presolve and follow the steps for everyday case work. Screenshots use fictional demonstration records; your firm's case types, labels, and available actions may differ.

<CardGroup cols={2}>
  <Card title="What's new" icon="sparkles" href="/docs/changelog">Discover new features, useful improvements, and meaningful fixes in Presolve.</Card>
  <Card title="Personal injury" icon="briefcase" href="/docs/help/personal-injury/matter-workspace">Find medical evidence, negotiations, and shared records in a personal-injury matter.</Card>
  <Card title="Find your way around" icon="compass" href="/docs/help/navigation">Learn the main menus and how matter workspaces are organized.</Card>
  <Card title="Documents and Library" icon="folder-open" href="/docs/help/documents/library">Organize files and create a document from a matter.</Card>
  <Card title="Case tags" icon="tag" href="/docs/help/matters/tags">Apply and remove the tags your firm uses.</Card>
  <Card title="Accounting" icon="receipt" href="/docs/help/accounting/invoice-review">Understand invoice review, staging, and recorded disbursements.</Card>
  <Card title="Automations" icon="diagram-project" href="/docs/help/automations/publish-and-review">Publish a configured workflow and check its results.</Card>
  <Card title="Ask Presolve" icon="comment" href="/docs/help/ai/ask-presolve">Ask a question, refine the answer, and return to a saved chat.</Card>
  <Card title="Lead and case lifecycle" icon="list-check" href="/docs/help/leads/lifecycle">Understand lead stages, conversion, matter progress, and closure.</Card>
  <Card title="Custom matters" icon="sliders" href="/docs/help/admin/custom-matters">Configure case types, intake assignments, and custom layouts.</Card>
  <Card title="Clients and contacts" icon="users" href="/docs/help/people/clients">Review client profiles, contact details, and linked cases.</Card>
  <Card title="Tasks and calendar" icon="calendar" href="/docs/help/tasks/create-and-track">Assign work, track status, and schedule events.</Card>
  <Card title="Reports" icon="chart-column" href="/docs/help/reporting/build-report">Choose fields, filter records, and build summaries.</Card>
  <Card title="Case records" icon="note-sticky" href="/docs/help/records/review-activity">Review activity and save internal notes.</Card>
  <Card title="Firm settings" icon="gear" href="/docs/help/admin/settings-overview">Find notification, intake, document, and organization controls.</Card>
  <Card title="Integrations" icon="plug" href="/docs/help/integrations/overview">Review provider setup and available controls.</Card>
</CardGroup>

## Practice workspaces

Start with [personal injury](/docs/help/personal-injury/matter-workspace), [family law](/docs/help/practices/family-law), [lemon law](/docs/help/practices/lemon-law), [O-1A](/docs/help/practices/o1), [TN](/docs/help/practices/tn), or [NSA](/docs/help/practices/nsa). Case-type configuration can change the sections available on your matter.

## Open the platform

[Sign in to Presolve](https://attorney.dearlegal.com/login) with your firm account. Reading these guides does not grant access to your firm's records.

If a page or case is missing, ask your firm administrator to check your access and case assignment. Your job title and your account's permissions may differ.

For software integrations, use [Developer Guides](/docs/introduction) and the API Reference tab.