Home
Resources
Go to Website
Sign In

Introduction to Maatdesk
Dashboard Overview
How to work with Notifications
Editing your profile
Managing your Firm
Managing your Offices
Getting started with Contacts
Getting started with Matters

Accounts Module Overview
Getting started with Accounts
How to work with Transactions, Transfers and Disbursements

Activities Module Overview
Getting started with Expenses
Getting started with Flat Fees
Getting started with Time entries
How to work with Activity categories

Pleading Reviewer Overview
Contract Reviewer Overview
Matter Summarizer Overview
AI Responses Overview
Configuring Firm-Level AI Integrations
Managing your AI Integrations
How to Obtain an API Key for AI Tools

Billing Module Overview
Invoice Statuses Overview
Getting started with Billing
Generating Bills for Monthly/Retainer Fee matters
Generating Bills for Billable Clients
Structure of the Billing Details window
Managing Credit Notes
Managing Payment Plans

Contacts Module Overview
Getting started with Contacts
Structure of the Contact dashboard

Email integration

Matters Module Overview
Matter Statuses Overview
Getting started with Matters
Structure of the Matter dashboard
Managing Document Templates
Managing Practice Areas
Document Management
How to work with Notes

Payments Module Overview
Getting started with Payments
Getting a Payment or Refund receipt
Issuing a Refund

Reports Module Overview

Requests Module Overview
Request Status Overview
Getting started with Requests
Structure of the Request Details window
Managing Payment Plans

Schedules Module Overview
Getting started with Events
Getting started with Calendars

Task Module Overview
Getting started with Tasks

Home / General

General

All articles on this category

Still have questions? Reach out to Product Support Team
Copyright 2026 Maatdesk™

Still have questions? Reach out to Product Support Team
Copyright 2026 Maatdesk™