Help Centre

McKenzieCMS v42.1 · Updated 6 June 2026

Getting started

Create or select a client case, then use the dashboard, documents, timeline, hearings and financial tools to build the case record.

Use invoices, expenses and mileage to keep business records ready for accountant review or MTD-compatible export.

Assign client portal access from User Manager and Case Access before expecting a client to see case documents.

Use Contact Support to report bugs, request features or ask for deployment help.

Note: This is starter website wording for the test site and should be reviewed before production launch.