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How QubitPilot actually works, in plain language - matters, WhatsApp, billing, approvals and more.
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- How to add a matter and link it to a CNR numberCreating a matter and linking a CNR number are two separate steps, not one.
- How WhatsApp Business works in QubitPilotWhatsApp connection is provisioned at the platform level — it isn't something you self-serve.
- How to invite a team member and assign their roleRoles are chosen at invite time, before the person even accepts.
- How to generate a GST invoiceCreate an invoice against a client and matter, add line items with tax values.
- How the approvals inbox worksNothing the AI or an automation proposes executes without a human decision first.
- How to sync with Google CalendarEach person connects their own calendar — there's no single workspace-wide connection.
- What happens to your data if you cancelAccess continues until the end of your current paid period, or you can cancel immediately.
- How court hearing reminders workTwo separate mechanisms: a manual per-hearing reminder, and an automatic change-alert toggle.