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. ...

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 ...

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 make...

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....

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 ...

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...

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...

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...

Matter Auto Numbering Matter auto numbering enables you to generate formatted sequence number which can be used to identify the Matter/Cases ...