Matter Activities

This report shows an inventory of matters with the firm. The client list can be filtered in a number of ways to locate the desired client set.

The Matter Transactions Report shows a detailed statement for each matter. This includes all invoices generated and payments received.

The Client Transactions Report shows a detailed statement for each client. This includes all invoices generated and payments received for all client matters.

This report includes all the activities for Client-Matter such as time (fees), expense, invoice, invoice payments, trust activity, and operating bank activity in the order that it is entered. Users will be able to view the summary of billed, unbilled, accounts receivable, and retainer.

You can check for conflicts of interest between clients and matters. For accounts with CRM enabled, the conflict check will also consider these. To run a conflict check, you must first set up relations between your contacts.