Learn Proxiant

Everything you need to get your firm fully set up — account, job types, rates, templates, clients.

Create your free server account, upload credentials, set your coverage area, and get your first assignment.

Step-by-step walkthrough from clicking "New Job" to a saved, numbered job with documents attached.

How document extraction and email-to-job work, understanding confidence levels, and tips for better results.

Photo selection, citation pages, template library, re-generation, and the eService affidavit explained.

Post jobs, manage negotiations, accept servers, re-post — the complete firm workflow on the marketplace.

Browse jobs, read pins, accept or counter, and what happens after acceptance — the server perspective.

Configure rate tables, auto-invoicing triggers, QuickBooks sync, and per-client billing settings.

Create and customize affidavit templates with dynamic fields, photo rules, and jurisdiction logic.

Enable your white-labeled portal, configure subdomain, set permissions, and invite client contacts.

Export your data, map fields, import clients and jobs, and verify your migration without downtime.

Logging attempts, capturing photos, working offline, push notifications, and syncing on reconnect.