Questionnaires Overview
Questionnaires let you send online forms to clients, such as an intake form, and collect their answers in Maatdesk. The forms are built in Jotform and linked to Maatdesk with their Form ID.
Matters, Settings
Matters
All articles in this category
- How to work with Notes
- Questionnaires Overview
- Matters module Overview
- Structure of the Matter dashboard
- Matter statuses Overview
- Getting started with Matters
- Managing Document Templates
- Managing Practice Areas
- Document Management
- Managing Settlement Ledgers
- Managing Matter Deadlines
- Matter Timeline Overview
- E-Signatures module Overview
- Managing Alerts
- Managing Custody
Matters
Matters module Overview
The Matters module lists the matters (cases) of your firm. From here you can create matters, find them with filters and open their dashboards.
Matters
Matter statuses Overview
Every matter has a status that shows where it is in its life cycle: Open, Hold or Closed.
Matters
Matter Timeline Overview
The Timeline tab shows the history of a matter in date order: participants added, bills created, documents, payments and other events. Next to it you see the upcoming deadlines, the pending items and a snapshot of the matter.
Matters
E-Signatures module Overview
The E-Signatures module lists the documents of your firm that were prepared for electronic signature, with their signature status, the matter they belong to and a full audit log of the signing process.
Matters
Structure of the Matter dashboard
The Matter dashboard brings together everything about one matter: client, case details, balances, activities, documents, communications and more, organized in tabs.
Matters
Managing Settlement Ledgers
The Settlement Ledger tab tracks the settlement of a contingency fee matter: the gross amount received, the case costs, medical liens and client advances to pay from it, the attorney fees, and the net amount for the client.
Matters, Settings
Managing Document Templates
Document templates let you generate documents for a matter, contact or request with their data filled in automatically, such as a fee agreement with the client’s name. You manage them in Settings.
Matters, Settings
Managing Practice Areas
Practice areas group your matters by type of law, such as Family or Personal Injury. For each practice area you can add a custom form with extra fields for its matters, suggested deadlines and default document folders.
Matters
Managing Matter Deadlines
The Deadlines tab of a matter lists its legal deadlines, such as the statute of limitations or a filing deadline. You can add deadlines one by one or apply the deadline template of the practice area, and get reminders before they are due.