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
- How to Perform a Conflict Check
- Matter and Client Numbering
- Default Conflict Check Search Fields
- Editing Matter Number
- Matters Homepage
- Matter Budgeting
- Referral Tracking