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Traact Articles
Modules
Modules
🧩 Learn how to use Traact’s modules and get the most out of every feature.
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AI Reporting Assistant
Task Management
Creating Task Workflows and Bulk Editing Tasks
How to Link a Task to Artifacts
How to Make a Task Dependent on Another
How to: Set a Task as Recurring
Setting Up Custom Task Statuses
Matter Management & Legal Request
How to: Add a Matter
How to: Legal Request
Legal Request: Requester View
Entity Management
Adding Minute Book Notes to an Entity
Adding Tags and Notes to an Entity
Cap Table Overview
Custom Fields in Entity Management
Locations visibility in Licenses and Org Chart
Organizational Chart Overview
Updating Entity and Registered Agent Information
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Contract Management
Custom Contract Templates
Contract Management Overview
How to Generate a Contract Using Pre-Set Templates
Signature Tracking for Contracts
License Management
Custom License Status & Triggers
Custom License Statuses
License Management Overview
Tax Management
Tax Management Overview
Invoice Management
How to: Add and Manage an Invoice
Board Management
How to: Create and Manage a Board Meeting
Litigation Management
Litigation Management Overview
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