Documentation
Comprehensive reference for every part of ImmPilot — from your first thirty minutes to enterprise-grade configuration.
Getting Started
- Quickstart: your first 30 minutesSet up your workspace, invite your team, import a client, and open your first case — end to end in about half an hour.
- Workspace settings referenceEvery setting available at the workspace level, what it controls, and when to change it.
- Keyboard shortcutsThe keyboard shortcuts that unlock a much faster daily workflow.
- Notifications and inboxHow the platform notifies you about what needs your attention — and how to tune it.
- Mobile access and installable appImmPilot as a Progressive Web App on your desktop, phone, or tablet.
Cases & Workflows
Documents
Clients & Portal
AI & Automation
- AI document classificationHow ImmPilot's classifier identifies uploaded documents and extracts key fields.
- AI drafting assistantsHow to use the drafting assistants for submission letters, client updates, and consultations — safely.
- Workflow automationTrigger-based automations that handle routine practice operations without manual intervention.
Billing & Subscriptions
Team & Permissions
Integrations
Security & Compliance
Admin
- Reports and exportsThe built-in reports and how to export data for external analysis.
- Data import: cases, clients, and documentsHow to bulk-import an existing practice into ImmPilot without a professional services engagement.
- Support and escalationHow to get help when you need it, and how urgent issues are escalated.