Getting started with your free trial
tips and tricks
Welcome to your Checkpoint Edge trial
Here are a few best practices and tips to help you get the most out of your trial. If you have any questions, please reach out to your account representative.
Sort by Relevance
Sort your results by “Relevance” rather than source after you conduct the search that’s not already set as the default – this allows for the AI behind the algorithm to do the work for you and bring the most relevant result to the top. You can customize this feature by following the four steps below.
Sort by Relevance (continued)
This is will automatically sort your results by relevance going forward.
Change default practice area
If you would prefer to default to a different practice area such as A&A, rather than tax when logging into Checkpoint Edge, follow the steps below to customize your experience.
For even more information on how to use Checkpoint Edge, be sure to check out the onboarding guide.