General
Understanding Dashboard
The Maatdesk Dashboard is your centralized control panel, designed to give you an immediate and comprehensive overview of your workload, scheduled events, and key operational metrics. It is the first screen you see upon logging in and serves as your main hub for monitoring and managing your daily activities. This guide will walk you through…
maatdeskadminUnderstanding Requests module
Through this guide you will learn the basics of the Requests window explaining its main elements and what actions you can perform from the window. Table of content Composition of the Requests window Structure of the Request table Composition of the Requests window To access the Requests window, simply click the Requests ( ) link…
Understanding Tasks module
Through this guide, you will learn the basics of the Tasks window, an explanation of its main elements, and the actions you can take. Table of contents Composition of the Tasks window Structure of the Task table Composition of the Tasks window To access the Tasks window, simply click the Tasks () link on the…
Understanding Accounts module
Through this guide, you will learn the basics of the Accounts and Transactions windows, an explanation of their main elements, and what actions you can perform from each one. Table of contents Composition of the Accounts window Structure of the Bank Accounts table Composition of the Transactions window Composition of the Accounts window To access…
Getting started with Maatdesk accounts
This guide provides an explanation of the first steps to follow in Maatdesk. You will learn how to create a tenant for a firm, accept an invitation to access Maatdesk, reset your password, or use unique credentials for the different tenants you may have access to. Table of contents Creating a Tenant Accepting an invitation…
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…
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…
Filtering in Maatdesk
Filtering helps you find the results you are looking for in a more efficient way. Maatdesk offers an application-wide filtering system so you don’t have to waste time searching manually and get accurate results based on selected filters. This guide provides an explanation of the most common filters that exist in Maatdesk and how to…