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Basil
All-in-one practice management software with one $30 subscription. Every feature you need to manage your firm, staff, and clients.
Getting Started with Basil
- Basil: Account Owner Setup
- Add Team Members in Basil
- Add Clients in Basil
- Create/Upload Folders and Files in Basil
- Creating and Assigning Tasks in Basil
- Initiate eSignatures in Basil
- Basil: Client User and Team Member Account Setup
- Basil: 'My Firm' Workspace Setup
- Basil Billing Details
- Contact Basil Support
Basil Help Guides
- Basil: Inviting Client Users
- Basil: Inviting Team Members to a Client or Firm Workspace
- Basil: Creating Projects
- Basil: Project Templates
- Basil: eSignature Templates
- Basil: Viewing and Filtering Tasks
- Basil: Creating Custom Filter Views
- Basil: Calendar
- Basil: Chat
- Basil: Working with Basil as a Client
- Paying for Basil
- Basil: KBA (Knowledge-Based Authentication)
- Managing Basil Storage
- Basil: Notifications
- Basil: Local and Global Search
- Basil: Restore Deleted Items
- Basil: Using Your Own Company Logos
- Basil: Customize User Role Permissions
- Basil: Invoicing
- Basil: CRM (Customer Relationship Management)
- Basil: Document Summarization
- Basil: Requesting and Sending Files
- Basil: Customizing Task Statuses
- Basil: Folder Templates
- Basil: Forms
- Basil: Reports
- Basil: Drive
- Basil: Email Integration
- Basil: QuickBooks Online Integration
- Basil: Importing Clients with a CSV
- Basil: Root Workspaces
- Basil: File Actions
- Basil: Working on and Logging Time for Tasks
- Basil: Timesheets
- Basil: Root Client Dashboards
- Basil: Global Settings
- Basil: Creating Client Custom Fields, Notes, and Client Data Fields
Basil Education
FAQs: General
FAQs: Signing up for Basil
FAQs: Adding Clients
- How do I add a Client in Basil?
- How do I add a Workspace for a Client?
- What is the Client Documents (Internal) Folder?
- What is the Client Documents (External) Folder?
- How do I share a Client in Basil?
- How do I share a Client Workspace?
- Can I import and merge clients through QuickBooks Online?
- How can I import clients in bulk through a .CSV file?
- Can I edit the name and email address of a client contact?
- How do I share just a specific subfolder in the External folder?
- What is a Workspace?
FAQs: User Types and Roles
FAQs: Adding Team Members
FAQs: Adding Owner Firm
FAQs: Folders
FAQs: Documents (Files)
- How do I upload a document to Basil?
- Can I sync up files from my PC to Basil?
- How are document categories used?
- How can I change the document category?
- How is a document edited in Basil?
- What is a file lock?
- How many versions of a file are saved in the cloud?
- How can I roll back a file to a previous version in Basil?
- Can I download and edit a file?
- How do I delete multiple files in Basil?
- How can I delete a file in Basil?
- How can I download a file in Basil?
- Can I lock a file from clients accessing it?
FAQs: Moving Files
FAQs: Restoring Files
FAQs: Tasks
- What are Tasks in Basil?
- I have been logging time so far. Why do I need to create tasks?
- Can I log time instead of creating Tasks?
- How do I create a Task?
- Are the Tasks I created saved as drafts until I click Save?
- How do I pick up a Task assigned to me?
- How do I pick up and continue working on a Task?
- How do I edit a Task?
- How do I delete a Task?
- How do I view All Tasks?
- How do I view Filtered Tasks?
- How do I create a filtered view of Tasks?
- How do I edit a filtered view of Tasks?
- What type of tasks can be created?
- Can I create new task types?
- Can I hide the Task types that I don't need?
- Can I delete a Task type?
- What is a Kanban board?
- Can I view the status of all tasks on the Kanban board?
- Can I create additional stages on the Kanban board?
- How can I ensure my staff always log time before ending task
- How can I review some types of tasks before they are marked complete?
- What are the repetition cycles for Tasks and Projects?
FAQs: Projects and Workflow
- How is a Project used?
- What is a Project in Basil?
- What is the Cora Assistant?
- How do I create a new Project in Basil?
- How do I view a Project that I created?
- Basil: What is a Project Template?
- How do I view the tasks assigned to me in a Project?
- How do I activate the Cora Assistant in Basil?
- How do I create a Project Template?
FAQs: eSignature and KBA
- How do I apply an eSignature Template in Basil?
- How do I prepare an eSignature Template in Basil?
- Basil: What is an eSignature Template?
- What types of signatures can I use to sign a document?
- What is the Text box used for?
- What is the Date field used for?
- How do I assign a signature component to a user?
- How can I view the Audit Trail?
- Basil: How does eSignature work?
- How do I prepare a document for eSignature in Basil?
- Do the users signing the document need to have a Basil account?
- Can I use KBA for verifying user identity?
- How do I enable KBA for my account?
- How do I enable KBA for a signature?
- How do I use a saved eSignature Template in Basil?
- Can I disable verification codes for signatures?
FAQs: Storage
FAQs: Import
FAQs: Search
FAQs: Notifications
FAQs: Billing and Payments
FAQs: Billing and Invoicing
- Can I generate a Bill for my Clients for the Tasks performed for them?
- What is a Service Item in the Bill?
- How can I create a new Service Item?
- Can I Set Different Rates for Items Using Service Billing Mode?
- Can I use a different currency symbol on the bill, instead of US $?
- Can I include Sales Tax in the Bill?
- Can I enable QuickBooks Online with invoicing?
- Can I enable Stripe with invoicing?