Managing Merchants
A merchant connects Maatdesk to your payment gateway, so clients can pay online and the money goes to your bank account.
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 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.
Settings
Managing Questionnaire Templates
Questionnaire templates are the forms you send to clients to collect information for a matter. Each template is linked to a JotForm form by its Form ID.
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.
Settings
Managing Payment Methods
Payment methods are the ways money comes in and goes out of your firm, such as Cash, Check, ACH or Credit Card. For each method you set what it can be used for and how it behaves in bank reconciliation.
Settings
Managing Participant Statuses
Participant statuses show where each participant of a matter stands, for example Pending, Approved or Paid. Maatdesk includes five statuses, and you can add your own.
Settings
Managing the JotForm Integration
Maatdesk questionnaires use forms from JotForm. Connect your firm’s own JotForm account by saving its API key, so you can use your forms as questionnaire templates.
Settings
Managing Professional Roles
Professional roles describe the job of each user of your firm, such as Attorney or Paralegal. They are used when you assign users to a matter team.