Matters & Contacts

Contact Management

• Creating a New Client Record
• Contacts Homepage

Matter Management

• Creating a New Matter
• How to Perform a Conflict Check
• Matter and Client Numbering
• Default Conflict Check Search Fields
• Editing Matter Number
• Matters Homepage

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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