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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, 6 Sep, 2017 at 9:28 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 Ina...
Wed, 16 Aug, 2017 at 9:38 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 c...
Wed, 26 Jul, 2017 at 10:08 AM
How to Set a Default Timekeeper Rate Level For a Matter
In such instances, you may have a matter that you want to set a timekeeper rate level as a default rate when entering time cards for that particular matter....
Wed, 13 Sep, 2017 at 10:00 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...
Fri, 15 Sep, 2017 at 9:24 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...
Fri, 15 Sep, 2017 at 10:03 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...
Fri, 15 Sep, 2017 at 5:14 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, 18 Sep, 2017 at 9:32 AM