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Matter Management

How to Add/Edit/Delete Matters
A matter must be created first if you need to create anytime/ expense cards, invoices, or trust transactions. Click HERE for a video on adding a matter. ...
Wed, 3 May, 2017 at 9:33 AM
How to Make a Matter Inactive
In order to archive a matter, you can make it inactive. The only criteria to inactivating a matter is that all trust funds must be disbursed.  To Inactive...
Mon, 16 Jan, 2017 at 9:20 AM
Hourly,Fixed Fee and Contingency
When setting up your matter, you have three options for Billing Method Hourly The most commonly used billing method Billing is based on time/expense ca...
Wed, 4 Jan, 2017 at 9:57 AM
Change a Matter from Fixed Fee to Hourly Billing
To do this: First, go to the Matter screen, locate the Fixed Fee matter you'd like to change, click to highlight the matter in blue and hit the ...
Wed, 21 Jun, 2017 at 11:03 AM
Change Fee Amount on a Fixed Fee Matter
When working on Fixed Fee Matters, there can be instances where the fee amount changes to a larger figure than when the case began. Fortunately, you can mak...
Wed, 21 Jun, 2017 at 11:11 AM
What is the Matter Summary Page?
The Matter Summary Page consists of all important matter data for a client. Similar to the dashboard but on a matter level, this displays client and billing...
Tue, 2 May, 2017 at 3:47 PM
How to Use Matter Notes
This area is for free flowing notes. Perhaps a client/prospect conversation, or just a note to a colleague on the matter. This feature can be accessed thro...
Mon, 30 Jan, 2017 at 2:15 PM