Getting started
The Getting Started section guides you through your first steps in Maatdesk so you can set up your workspace quickly and confidently. Whether you're new to the platform or onboarding new team members, these articles walk you through the essential features in the right order—from setting up your profile, to configuring notifications, managing matters, collaborating with clients, and handling billing tasks.
Each guide is short, practical, and focused on helping you understand the core tools you’ll use every day. By the end of this section, you’ll have a fully configured account and a solid understanding of how Maatdesk supports your workflow.
If you have not signed up yet, we recommend following this guide: Creating Maatdesk Tenants
For new users we recommend consulting these articles one by one. It provides an overview of Maatdesk's core concepts and interface, establishing a solid foundation before proceeding to subsequent guides:
Getting started with Billing
In this tutorial, you will learn the basics of Billing so that you can charge clients for the services provided in a very simple way. Table of contents Creating a Bill Activities section Adding activities to the invoice Editing activities on the invoice Deleting activities on the invoice Details section Setting the Issue Date and…
maatdeskadminGenerating Bills for Monthly/Retainer Fee matters
In this guide, you will learn, through the Monthly/Retainer Fee tab, how to automatically generate invoices for matters with this billing strategy. Table of contents Accessing the Monthly/Retainer Fee tab Setting the Details Level Setting Tax Options Configuring Payment Options Related guides or tutorials Accessing the Monthly/Retainer Fee tab To enter the Monthly/Retainer Fee tab:…
Generating Bills for Billable Clients
In this guide, you will learn how to automatically generate invoices for all clients with unbilled activities through the Billable Clients tab. Table of Contents Accessing the Billable Clients Tab Setting the Details Level Setting Tax Options Configuring Payment Options Related guides or tutorials Accessing the Billable Clients Tab To enter the Billable Clients tab:…
Getting started with Matters
In this tutorial, you will learn the basics of working with Matters and gather the information you need for effective matter lifecycle management. Table of contents Creating a Matter Main information Billing preferences Hourly rate Flat Fee Contingency Fee Monthly/Retainer Fee Custom forms Editing a Matter Deleting a Matter Creating a Matter To create a…
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…
Getting started with Events
This tutorial provides the basics of working with Events so you can add events to your calendars, share them, create invitations, and more. Table of contents Events in Maatdesk Creating a custom Event Setting a custom recurrence for an event Setting reminders for an event Viewing the invitations Replying to an invitation Viewing replies to…
How to work with Transactions, Transfers and Disbursements
In this tutorial, you will learn the basic concepts to manage the different types of Transactions to make deposits, withdrawals, or adjustments in bank accounts Table of contents Creating a Transaction Transferring Funds Between bank accounts Between matters Disbursing Funds Creating a Transaction To start creating transactions, use one of these ways: Click the Deposit…
How to work with Activity categories
Maatdesk allows you to create categories for each type of activity to ensure consistent descriptions and to be able to bill them according to the defined category. In this guide, you will learn in a few steps how to manage Activity categories in Maatdesk. Table of contents Creating an Activity category Editing an Activity category…
Getting started with Payments
In this tutorial, you will learn how to manage Payments for any type of invoice. Before you start reading, consider the following items: Payment management is similar for bills and requests, the particularities of each case are explained when necessary. Invoices, in general terms, refer to both types (bills and requests). Table of contents Recording…