Getting started with AOMS in 10 minutes

The first time you open a main screen, a short guided tour shows you around. You can replay any tour from Help & support → Guided tours.

Find your way

1. Search (1): find a client, case number or document from any page. Shortcut: Ctrl + K.
2. New (2): add a client, case, hearing, invoice or document without leaving the page.
3. Reminders (3): hearings, tasks and payments.
4. Main menu (4): every module. On a phone, open it with the ☰ button.

Set up your office

1. Open Office settings (your name, top right) and add the office name, address, phone and logo. They appear on invoices and PDFs.
2. Add the courts you appear in: Courts & Hearings → Courts → Add from AOMS directory.
3. Add a client: Clients & Contacts → Clients → Add client. Only the name is required.
4. Add a case: Cases → Add New Case. See Add a new case.
5. Invite your team: HR & Staff → Staff → Add staff, and choose a role for each person.
6. Turn on two-factor authentication under Security & 2FA.