Managing your AI Integrations
The AI Providers page in Maatdesk allows each user to manage their custom integrations with external Artificial Intelligence (AI) tools.These integrations can significantly enhance your workflow by connecting your Maatdesk data and actions with powerful AI capabilities. This guide explains how to set up a new AI provider, and how to edit or delete your…
maatdeskadminHow to Obtain an API Key for AI Tools
The first step to use AI tools in Maatdesk is to obtain an API key and add it to your integration settings within the App. Maatdesk utilizes third-party AI engines like Google Gemini and OpenAI (via their GPT models) to help you improve your productivity. Table of contents How to create a Google Gemini API…
Questionnaires Overview
The Questionnaires module offers a streamlined solution for creating, managing, and distributing digital forms to clients and contacts. By integrating with external forms from Jotform, this module enables your firm to efficiently collect necessary information and import it directly into the platform. This article details how to access the main Questionnaires screen, create a new…
Managing User Notifications in Maatdesk
The User Notification Settings page in Maatdesk allows each user to control how and when they receive alerts about key activities across the platform. These settings help ensure you stay informed about updates that matter—without unnecessary noise. This guide explains what each notification category means and how to customize your preferences. Accessing Notification Settings Log…
Billing module Overview
This guide explains all the elements involved in the Billing window and the basics of the Billing, Billable Clients, and Monthly/Retainer Fee tabs. Table of contents Composition of the Billing window Structure of the Billing tab Structure of the Invoice table Structure of the Billable Clients tab Structure of the Monthly/Retainer Fee tab Composition of…
Getting started with Billing
In this tutorial, you will learn the basics of Billing so that you can charge clients for the services provided in a very simple way. Table of contents Creating a Bill Activities section Adding activities to the invoice Editing activities on the invoice Deleting activities on the invoice Details section Setting the Issue Date and…
Managing your Offices
In this guide, you will learn how to manage your firm’s offices so that they are included as part of any matter. Table of contents Accessing the Offices tab Creating an Office Editing an Office Deleting an Office Accessing the Offices tab Click the Settings () link on the left side panel. Click the Manage…
Matters module Overview
Through this guide, you will learn the basic concepts of the Matters window, an explanation of its main elements, and the actions you can take. Table of contents Composition of the Matters window Structure of the Matter table Composition of the Matters window To access the Matters window, simply click the Matters () link on…
Structure of the Matter dashboard
This guide explains the composition of the Matter dashboard and all its tabs and elements, as well as the actions you can take from each of them. Table of contents Structure of the Matter dashboard Content of the Matter Dashboard tabs Dashboard tab Rearranging the widgets Contacts widget Details widget Time Entries widget Financials widget…