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…
maatdeskadminIntroduction 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…
Invoice statuses Overview
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…
Structure of the Billing Details window
This guide explains all the elements involved in an invoice and the actions you can take from the Billing Details window. Table of contents Structure of the Billing Details window Invoice header Action buttons Status or “Actions” selector Detail level selector Share button Download PDF button Edit button Payment details Payments Credit Notes Invoice details…
How to work with Notes
In this guide, you will learn how to manage notes to keep track of work in progress, conversations, or important information related to a matter or contact. Table of contents Creating a Note Editing a Note Deleting a Note Creating a Note To create a note: Go to any Matter or Contact dashboard. You can…
Managing Payment Plans
The Payment Plan tool allows you to manage invoice installments, controlling when and how much the client must pay in a given period. Through this guide, you will learn how to manage payment plans for bills and requests. All the actions described in this guide will be done after the creation of an invoice. Table…