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