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  1. Centerbase
  2. Matters & Contacts

Matters & Contacts

Contact Management

  • Creating a New Client Record
  • Contacts Homepage

Matter Management

  • Retainer Accounts
  • Matter Metrics
  • Accounting and Allocations for Flat Fee (Project or Subscription) Arrangements.
  • Billing for Flat Fee Arrangements
  • Fee Arrangement Settings
  • Creating a New Matter
See all 13 articles

Matter & Contact Settings

  • Definitions of Client & Matter Level Billing Settings
  • Origination & Production Configuration
  • Trust Account Configuration
  • Manage Rate Tables on a Client or Contact
  • Manage Rate Tables on a Matter

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