How to work with Notifications
Notifications are usually messages that are shown to the user as reminders and are also the result of internal events that will be notified to the interested user(s)/group(s). This guide is intended to help you learn how notifications work in Maatdesk, what they are used for, and what operations can be performed on them. Table…
maatdeskadminStructure of the Contact dashboard
Through this guide, you will learn the specifics of the Contact dashboard, its composition, and an explanation of all the tabs and elements involved in any contact. Table of contents Structure of the Contact dashboard Content of the Contact dashboard tabs Matters tab Transactions tab Notes tab Bills tab Requests tab Tasks tab Payments tab…
Getting a Payment or Refund receipt
Once a payment or refund is created, Maatdesk allows you to obtain PDF or email receipts for those items as proof that they have been made. The ways you can get a receipt for payment or refund are: For single or multiple invoices First, go to where the payment or refund is: Payments window. Payments…
Getting started with Calendars
In this tutorial, you will learn the basics of working with Calendars so you can manage and organize your events. Table of contents Accessing the Calendars Calendar classification in Maatdesk Custom calendars Google calendars System calendars Shared calendars Integrating Google calendars If you are not logged in If you are logged in Removing Google calendars…
Managing your Firm
In this guide, you will learn how to configure your law firm information for use in Maatdesk. Please note that this is a necessary step and should be the first action to take after a tenant has been successfully created. Table of contents Accessing the Firm window Entering the Firm’s information Contact information Financial information…
Issuing a Refund
Since a refund is the option to return money to the client, Maatdesk makes this action easy and hassle-free. In this tutorial, you will learn the basics of working with Refunds. During this tutorial, invoices generally refer to both types (bills and requests). Table of contents Issuing a Refund For single or multiple invoices For…
Getting started with Time entries
In this tutorial, you will learn the basic steps of working with time entries, so that you can easily and efficiently record the time spent on any action. Table of contents Creating a Time entry Adding a time entry from the Add Time Entry panel Adding a time entry from a Quick Bill Rate setting…
Reports module Overview
Reports provide information on the current state of your firm; allowing you, among other things, to know the matters that have been delayed or how the flow of funds is working. In this guide, you will understand how the Reports module works, what elements it contains, and what information is displayed. Table of contents Accessing…
Introduction to Maatdesk
Maatdesk is a Lawyer Practice Management (LPM) software that allows individually owned to corporate sized law firms the ability to track all aspects of their cases. Maatdesk provides you the tools required to manage contacts, matters, invoices documents, etc. centrally on our platform or with a variety of third-party systems like Google and Outlook. This…