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
Settings
Use Settings to configure Maatdesk for your firm: users and permissions, practice areas, documents and forms, participants, billing and payments, and integrations. The Settings page groups these tools into the areas below. Your own profile and notification preferences are under your name in the left menu.
Firm Administration
Manage firm information, users, roles and other administrative settings.
Practice & Legal
Configure practice areas and legal settings used across the firm.
Documents & Forms
Manage document storage, categories, templates, questionnaires and forms.
Participants
Manage participant roles, statuses and relation types.
Billing & Payments
Manage billing settings and payment methods.
Integrations & AI
Configure AI providers, integrations and communication tools.
Your Profile
Your personal information and notification preferences.
All articles in this category
- Configuring Firm-Level AI Integrations
- Questionnaires Overview
- Managing Document Templates
- Managing Practice Areas
- Managing Participant Statuses
- Managing Participant Roles
- Managing Professional Roles
- Managing User Notifications in Maatdesk
- Managing your Offices
- Managing Merchants
- Editing your Profile
- Managing Payment Profiles
- Managing Recycle Bin
- Managing your Firm
- Managing Groups, Roles and Job Titles
- Managing Users
- Managing Deadline Types
- Managing Document Storage Strategy
- Managing Document Categories
- Managing Questionnaire Templates
- Managing Relation Types
- Managing Payment Methods
- Managing the JotForm Integration
- Managing IP Phones
- Managing Timeline History
Settings
Managing User Notifications in Maatdesk
Choose which Maatdesk events notify you, and whether you get them by email, in the app, or both. These settings are personal: each user sets their own.
Settings
Managing your Firm
The firm information is the first thing to set up in Maatdesk. The firm name, address and contact details appear on invoices, requests, reports and downloaded PDFs, and the billing rate and taxes are used when you record time and create bills.
Settings
Managing Users
The Users page lists everyone in your firm who can sign in to Maatdesk. From here you invite new users and set their subscription, roles, groups, billing rate and other details.
Settings
Managing Relation Types
Relation types describe how two contacts are related, for example Employer and Employee or Parent and Child. You use them when you link contacts in the Relationships of a contact.
Settings
Managing Recycle Bin
The Recycle Bin keeps the users, contacts, matters and tasks that were deleted. From here you can restore them or delete them for good.
Settings
Managing Timeline History
The matter timeline shows the history of each matter. Rebuild Timeline History reconstructs past timeline events from the records that already exist in your firm, for example after you import data or for matters created before the timeline was available.
Settings
Managing your Offices
Add the offices of your firm so you can assign each matter to an office. One office is the main office.
Settings
Managing Participant Roles
Participant roles label the external people on a matter, such as a client, a witness or opposing counsel, so everyone can see each person’s part in the case.
Settings
Managing Document Storage Strategy
The document storage strategy decides where the documents of your matters are stored: in the Maatdesk built-in storage or in your firm’s Google Shared Drives.