Help Center
Request License
Help Center
Submit a request
Sign in
Centerbase
Matters & Contacts
Matters & Contacts
Contact Management
Creating a New Client Record
Contacts Homepage
Matter Management
Process for Changing Client on Matter
What Matters Have What Rates Attached To Them?
How do I Close a Matter? How do I Re-open a Closed Matter?
Changing a Client on a Matter
Retainer Accounts
Matter Metrics
See all 16 articles
Matter & Contact Settings
Definitions of Client & Matter Level Billing Settings
Matter Dashboard Tile: Unbilled Costs
Origination & Production Configuration
Managing Trust Accounts
Manage Rate Tables on a Client or Contact
Manage Rate Tables on a Matter