Add, Edit, and Delete Matters
Matters are the software’s building blocks, allowing you to create timecards, expense cards, invoices, trust transactions, and use the software’s practice management tools.
Contacts and Matters
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Manage Your Matters
Matters are the software’s building blocks, allowing you to create timecards, expense cards, invoices, trust transactions, and use the software’s practice management tools. Your matter options include:
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Matter Settings
The Settings section provides the opportunity to specify a greater level of detail relative to the following.
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Manage Your Client and Address Book Contacts
The Contacts area allows you to manage your Client, Payee, and Address Book contacts.
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Assign a Matter Billing Contact
The billing contact on a matter is the associated client.
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Manage Matter Budget
By setting a matter budget, you can determine the time, amount, and expenses for specific matters, ensuring that you do not spend more than the funds allocated for those matters. Set a Matter Budget Note: If you have split billing enabled for a matter, the system will not permit you to set a budget for …
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Make a Matter Inactive
You can make a matter inactive to archive it.
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Using Matter Templates
You can use matter templates that have preset parameters for certain types of matters, helping you to efficiently add a matter with prefilled entries. Add a New Matter Using a Template To add a new matter using a matter template: From the left navigation panel, click Matters. From atop the Matters screen, click + New Matter. From …
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Manage Matter Templates
With the matter template feature you can create a framework with predefined parameters for certain types of matters helping you to efficiently add a matter with prefilled entries.
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Manage Client Relations
Adding relations to matters and contacts supports the conflict check feature and helps when creating merge fields for document assembly.
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Export a Contact’s Backup File
You can export your contacts for reporting purposes, as a backup, or for import into a CRM or contact management tool. You can view your contact list under Contacts > Address Book.
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Using Zapier with Your Application
You can utilize Zapier, a web automation service to create workflow integrations with 4000+ applications. Zapier allows you to create “Zaps” or connections between two or more applications using a trigger step and one or more action steps. When you turn your Zap on
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Edit the Matter Summary Screen
The Matter Summary screen is like the dashboard but on a matter level. It displays client matter and billing information.
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Run a Conflict Check
You can check for conflicts of interest between clients and contacts from various matters. Note: To run a conflict check, you must first set up relations between your contacts.
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Set Up Matter Level Fee Allocations
You can override the default timekeeper fee allocations and set up other party fee allocations, such as the originating attorney or responsible attorney, at the matter level.
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Use the Job List
When you complete certain bulk actions such as printing multiple invoices, the option displays to either.
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Set Up Split Billing
Sometimes multiple parties share the responsibility of making the payment for one matter.
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Configuring an Ethical Wall
To protect your client from a conflict of interest, you can use the Ethical Wall feature.