Firm Insights tips, tricks, and troubleshooting
Running into an issue? Here are some common troubleshooting issues and some tips and tricks for getting the most from Firm Insights.
I'm not seeing the results I expected under Take Action.
What appears in the Take Action section varies whether you have selected My Stuff vs. All, as well as the dates you've chosen for the date filter setting.
It looks like several columns of the Clients tab are missing.
There's lots of information under the Clients tab, so you might need to scroll sideways to find what you need: