Help center — BopSuite

Getting Started

2 articles

Brand-new to BopSuite? Start with the basics.

Welcome to BopSuite

A 2-minute tour of how BopSuite is organized — matters, clients, doc requests, billing, e-sign — and what to do first.

Creating your first matter

How to open a matter, attach a client, and pre-populate it with tasks via a workflow preset.

Intake Forms

1 article

Public forms that turn prospects into matters automatically.

Intake forms 101

Build a public form, share the link on your website, and let prospects auto-create matters in your firm — without anyone on your team touching a thing.

Matters

1 article

The central hub for cases, engagements, clients, and everything attached.

What is a matter?

A matter is the central organizing unit in BopSuite — every doc, task, message, deadline, and invoice attaches to one. Here's what that means in practice.

Doc Requests

3 articles

Send checklists, track uploads, and let AI auto-name files.

Sending doc requests that actually finish

How to send a doc request, what your client sees, and how AI auto-naming + auto-extraction work after each upload.

Sending the first reminder

How automatic reminders work, when to send a manual one, and what AI-powered nudges (Firm tier) actually say.

Inviting your first client to the portal

What clients see when they get a doc request, why we don't make them sign up, and how AI auto-naming makes their uploads useful to you instantly.

Calendar & Deadlines

1 article

Court dates, tax deadlines, and auto-derived deadline packs.

Calendar + deadline packs

How matter-level events work, the auto-populating CPA federal pack and CA court pack, and how to subscribe to a per-user ICS feed.

Reports & AI

1 article

Briefings, reports, and AI features that read your matters for you.

AI matter briefings

A Firm-tier feature that reads everything attached to a matter and produces a 3-paragraph briefing with key points and next actions. Use it before client meetings.

Team & Settings

2 articles

Your firm, your branding, and the people who work with you.

Inviting your team

How to invite teammates, set roles, and assign work via matters.

Setting up your firm's branding

Logo, accent color, and sender email — the three settings that shape every email, portal page, and PDF a client sees from your firm.

Billing

2 articles

Subscriptions, invoicing, and Stripe-powered client payments.

Time tracking and billing

Log billable hours against a matter, build an invoice from unbilled time, and collect payment via Stripe — the full client-billing loop.

Plan limits + upgrading

What's in each tier (Starter / Practice / Firm), when to upgrade, and how the trial works.

E-Signature

1 article

UETA / E-SIGN compliant document signing — start to finish in-product.

E-sign a document

How to send an engagement letter or 8879 for e-signature, what the client experiences, and how BopSuite satisfies UETA + E-SIGN compliance for legally-binding signatures.

Can't find what you're looking for?

Email us at hello@bopsuite.com and we'll add an article — usually within a day or two. Real humans answer; no chatbots, no ticket queues.