Matters & Contacts

Contact Management

• Creating a New Client Record
• Contacts Homepage

Matter Management

• Marking a Matter Active or Inactive
• 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

See all 17 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