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…
maatdeskadminIssuing 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…
Understanding Reports module
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…
Managing Groups, Roles and Job Titles
In this guide, you will learn how to establish the hierarchy of your firm by managing user groups, roles and permissions, and job titles. Table of contents Accessing the Group, Roles and Job Titles window Groups tab Creating a Group Editing a Group Deleting a Group Roles tab Creating a Role Editing a Role Deleting…
Managing Users
In this guide, you will learn how to manage your firm’s users by inviting them to Maatdesk, editing their information, setting up their roles and groups, and more. Table of contents Accessing the Users window Inviting a User Resending an Invitation Editing a User Deleting a User Accessing the Users window To access the Users…
Document Management
Maatdesk allows you to upload documents and view, e-sign, or share them without the need for external services. In this guide, you will learn to manage all the necessary documents for any matter. Table of contents Accessing Documents tab Uploading files Creating a folder Generating documents from templates Navigating the structure of the Documents tab…
Understanding Invoice statuses
This guide provides an explanation of each of the statuses of any invoice, what to do and what not to do in each of them. Table of contents Understanding invoice statuses Sub-states of the invoices Invoice statuses Draft status Pending Approval status Approved status Paid status Voided status Understanding invoice statuses Invoice statuses in Maatdesk…