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
- 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