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Centerbase
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
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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