All articles
25 articles.
- Install Beagle and open it for the first timeWhat to expect the first time you open Beagle on your Mac — the sign-in screen, choosing a firm, and the workspace you land in.
- Troubleshooting common problemsWhat to check first when you cannot sign in, when a record has not reached your other device, and before you conclude that data is lost.
- What is included in Beagle Pro?Beagle Pro is the single Beagle subscription. It unlocks the full workspace on Mac, iPhone and Apple Watch, and is billed monthly or annually through Apple.
- What is the AI Notepad?The AI Notepad is a working space on the Mac where you can think through a matter with an AI assistant, attach context from your records, and keep the conversation with the work.
- What you can do in Beagle on iPhoneThe iPhone app is a practice companion, not a second workstation. It covers time, clients, contacts, matters, tasks, expenses, billing and reports; the deeper Mac tools stay on the Mac.
- What are trust accounts in Beagle?Trust accounts in Beagle are a lightweight per-client ledger for tracking client funds. They help record deposits, withdrawals, adjustments, and running balances.
- What is a "matter" in Beagle?Use this feature from the relevant Beagle workspace or Settings area. The exact controls may vary by version, but the safest approach is to open the related section, review the available fields, and save only after confirming the record is accurate.
- What is a client in Beagle?A client is the person, company, or organization your firm represents or bills. Client records hold contact and billing information and connect to matters, invoices, trust ledger entries, contacts, expenses, and time.
- What is the difference between archiving and deleting a client?Archiving keeps the client record but treats it as inactive. Deleting removes the record and may be blocked when related data exists.
- What is the difference between archiving and deleting a matter?Archiving keeps the matter record and related history but marks it inactive. Deleting attempts to remove the matter and may be blocked or unsafe when related records exist.
- What is the difference between trust funds and regular billing?Trust funds are client funds held separately from earned fees. Regular billing records what the client owes or has paid for legal services.
- What is the main workspace layout?Beagle’s main workspace is built around a central work area with a segmented navigation control at the top of the center work area. Use that center navigation to move between Dashboard, Contacts, Matters, Clients, Billing, Tasks, Expenses, Reports, and Notepad.
- What syncs between your devicesWhich records reach your firm's other devices, which sync only their metadata while their content stays put, and which never leave the Mac they were made on.
- What information can I store about a client?Client records can store identifying information, contact details, billing or retainer-related information, notes, and links to related matters, contacts, invoices, trust transactions, time, and expenses. Use the client record as the office’s main file for the person or entity re
- What information can I store about a matter?Matter records can store the matter name, number, client, status, description, billing settings, rates, notes, tasks, medical providers, litigation workflow data, deadlines, documents, evidence, activity history, and Matter Intelligence outputs (advisory only, Mac) where availabl
- What is a matter number?A matter is the Beagle record for a case, file, engagement, or project. In some technical areas Beagle calls this a “project,” but in law-office terms it is the matter where time, tasks, documents, billing, deadlines, evidence, and litigation information are organized.
- What is a time entry?A time entry is Beagle’s record of work performed. It can be created by the live timer or entered manually.
- What is the Dashboard and what does it show?The Dashboard is the starting view for reviewing your work. It shows time and work activity, including total, billable, and non-billable hours, value summaries, recent matters, tasks due today or overdue, calendar-style time views, and a table of time entries.
- The external AI disclosureBefore Beagle sends anything to a cloud AI provider it stops and tells you. This explains what the disclosure is, what accepting it means, and how to undo it.
- Delete your Beagle accountYou can delete your account from inside Beagle on Mac or iPhone. Your firm's business records stay with the firm, and a sole owner is asked to hand over or delete the firm first.
- AI output in Beagle is advisoryBeagle's AI never files, sends, or records anything on its own. Every result is a suggestion you read, judge, and choose to keep or discard.
- Manage or cancel your subscriptionBeagle subscriptions are billed by Apple, so you manage, change or cancel them in your Apple ID subscription settings. Deleting the app does not cancel a subscription.
- Restore a purchaseReinstalled Beagle or set up a new device? Use Restore Purchases to bring back a subscription you already pay for, without buying it again.
- Sign in to BeagleHow to sign in with your email and password, what to do if you have forgotten it, and why account creation may be unavailable to you.
- Choose or create your firmEvery record in Beagle belongs to a firm. How to pick the firm you want to open, create your first one, and accept an invitation to join someone else's.