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  1. Centerbase
  2. Matters & Contacts
  3. Matter Management

Matter Management

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  • 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
  • Matter Metrics
  • Accounting and Allocations for Flat Fee (Project or Subscription) Arrangements.
  • Billing for Flat Fee Arrangements
  • Fee Arrangement Settings
  • Creating a New Matter
  • How to Perform a Conflict Check
  • Matter and Client Numbering
  • Editing Matter Number
  • Matters Homepage
  • Matter Budgeting
  • Referral Tracking

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