Managing Practice Areas
In this guide, you will learn how to manage custom forms for each practice area to extend Matter Forms, so custom fields will be part of the data required to fill in the matter information. It is recommended, but not required, that: As a prerequisite, you have defined the layout of the form and the…
maatdeskadminStructure of the Request Details window
This guide explains all the elements involved in a request. Through this guide, you will learn the basic concepts of the Request Details window, what elements make it up, and what actions you can perform from this window. Table of contents Structure of the Request Details window Request header Request number Action buttons Status or…
Understanding Request status
Each request in Maatdesk can switch between its possible states (where each state has a meaning) once certain conditions are met or depending on the user’s decision, in turn allowing certain actions to be taken or not. This guide provides an explanation of each of the statuses of any request, what to do, and what…
Getting started with Events
This tutorial provides the basics of working with Events so you can add events to your calendars, share them, create invitations, and more. Table of contents Events in Maatdesk Creating a custom Event Setting a custom recurrence for an event Setting reminders for an event Viewing the invitations Replying to an invitation Viewing replies to…
How to work with Transactions, Transfers and Disbursements
In this tutorial, you will learn the basic concepts to manage the different types of Transactions to make deposits, withdrawals, or adjustments in bank accounts Table of contents Creating a Transaction Transferring Funds Between bank accounts Between matters Disbursing Funds Creating a Transaction To start creating transactions, use one of these ways: Click the Deposit…
Email integration
In this guide, you will learn to integrate your email with Maatdesk. You will be able to configure it, send/receive emails, assign matters to emails, and more. Most of the actions described in this guide can also be performed from the Communication tab of any Matter dashboard. Table of contents Integrating your first email account…
Understanding Payments module
Through this guide, you will learn the basic concepts of the Payments window, an explanation of its main elements and what actions you can perform from this window. Table of contents Composition of the Payments window Structure of the Payment/Refund table Composition of the Payments window To access the Payments window, simply click the Payments…
Understanding Activities module
Through this guide, you will learn the basics of the Activities window by explaining its main elements and the actions you can take from the Activities and Categories tabs. Table of contents Composition of the Activities window Structure of the Activities tab Activity summary Structure of the Activity table Structure of the Categories tab Composition…
How to work with Activity categories
Maatdesk allows you to create categories for each type of activity to ensure consistent descriptions and to be able to bill them according to the defined category. In this guide, you will learn in a few steps how to manage Activity categories in Maatdesk. Table of contents Creating an Activity category Editing an Activity category…