Settings
Managing Participant Statuses
Efficiently tracking the standing of parties involved in your legal matters is vital for accurate reporting and workflow management. With the Participant Statuses feature, Maatdesk allows firm administrators to define the current state of individuals within a case, ensuring your team always knows where a participant stands in the legal process. Table of contents Predefined…
maatdeskadminManaging Participant Roles
Efficiently organizing the external parties involved in your legal cases is essential for maintaining clear records and accurate matter management. With the Participant Roles feature, Maatdesk allows firm administrators to define specific categories for the people involved in a case, ensuring that everyone’s relationship to the matter is clearly identified. Table of contents Predefined System…
Managing Professional Roles
Efficiently organizing your legal team is essential for clear communication and accurate matter management. With the new Professional Roles feature, Maatdesk allows firm administrators to define specific roles within the firm and assign them to team members. This ensures that when you are building a Matter Team, everyone’s specific responsibility—whether they are the lead Attorney,…
Configuring Firm-Level AI Integrations
The Firm-Level AI Integrations settings in Maatdesk allow administrators to centrally manage AI provider configurations for the entire firm. Unlike individual AI Integrations—which each user configures independently—firm-level integrations can be assigned to all users, specific users, or user groups. This enables standardized, controlled, and scalable AI access across your organization. This guide explains how to…
Questionnaires Overview
The Questionnaires module offers a streamlined solution for creating, managing, and distributing digital forms to clients and contacts. By integrating with external forms from Jotform, this module enables your firm to efficiently collect necessary information and import it directly into the platform. This article details how to access the main Questionnaires screen, create a new…
Managing User Notifications in Maatdesk
The User Notification Settings page in Maatdesk allows each user to control how and when they receive alerts about key activities across the platform. These settings help ensure you stay informed about updates that matter—without unnecessary noise. This guide explains what each notification category means and how to customize your preferences. Accessing Notification Settings Log…
Managing your Offices
In this guide, you will learn how to manage your firm’s offices so that they are included as part of any matter. Table of contents Accessing the Offices tab Creating an Office Editing an Office Deleting an Office Accessing the Offices tab Click the Settings () link on the left side panel. Click the Manage…
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…
Managing Merchants
This guide provides the information you need to configure payment gateways to receive payments made from a Client Portal. Table of contents Accessing the Merchants tab Adding a Merchant Fields for a USAePay merchant Editing a Merchant Changing USAePay access keys Deleting a Merchant Accessing the Merchants tab To access the Merchants tab: Click the…
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