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:

Adding relations to matters and contacts supports the conflict check feature and helps when creating merge fields for document assembly.

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.

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

The Matter Summary screen is like the dashboard but on a matter level. It displays client matter and billing information.

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.

You can make a matter inactive to archive it.

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.

The Contacts area allows you to manage your Client, Payee, and Address Book contacts.

The billing contact on a matter is the associated client.

When you complete certain bulk actions such as printing multiple invoices, the option displays to either.

Sometimes multiple parties share the responsibility of making the payment for one matter.

The Global Add Shortcuts drop-down offers convenient access to common activities from any screen.

To protect your client from a conflict of interest, you can use the Ethical Wall feature.

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.

The Settings section provides the opportunity to specify a greater level of detail relative to the following.