Matters
Managing Document Templates
In this guide, you will learn how to upload and manage templates to generate frequently used documents. Table of contents Accessing the Document Templates window Uploading a Template Actions with Templates Edit Preview Download Delete Accessing the Document Templates window To access the Document Templates window: Click the Settings () link on the left side…
maatdeskadminManaging Practice Areas
In this guide, you will learn how to manage custom forms for each practice area to extend Matter Forms, so custom fields will be part of the data required to fill in the matter information. It is recommended, but not required, that: As a prerequisite, you have defined the layout of the form and the…
Understanding Matter statuses
In this guide, you will learn what the three default statuses of a matter are in Maatdesk, in which situations they can be applied, and how to switch to any of them. Table of contents Matter statuses How to know the status of any Matter How to change the status of any Matter Matter statuses…
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…
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…
Structure of the Matter dashboard
This guide explains the composition of the Matter dashboard and all its tabs and elements, as well as the actions you can take from each of them. Table of contents Structure of the Matter dashboard Content of the Matter Dashboard tabs Dashboard tab Rearranging the widgets Contacts widget Details widget Time Entries widget Financials widget…
Understanding Matters module
Through this guide, you will learn the basic concepts of the Matters window, an explanation of its main elements, and the actions you can take. Table of contents Composition of the Matters window Structure of the Matter table Composition of the Matters window To access the Matters window, simply click the Matters () link on…
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…