How to work with Notes
Notes keep track of calls, meetings and other information about a contact or a matter. You can add, edit and delete them from the Notes tab of a contact or matter dashboard.
Contacts, Matters
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
Contacts, Matters
Managing Alerts
Alerts put important information where your team works: a banner at the top of a matter, of a contact, or of every page for the whole firm. Use them for things that must not be missed, such as a pending conflict check or a client who needs special handling.
Matters
Managing Custody
Law firms often hold property that belongs to their clients: original documents, checks, jewelry, keys or even vehicles. Custody records each item, where it is, who is responsible for it and everything that happened to it, so the firm can account for it at any time, including in an audit.
Matters
Getting started with Matters
A matter holds all the work you do for a client on one case: activities, bills, documents, deadlines and more. This article shows how to create, edit and delete a matter.
Matters
Document Management
The Documents tab of a matter keeps its files and folders in one place. You can upload files, create documents from templates, send documents for signature and share them with the client.