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 Deadline Types
Deadline types are the kinds of deadlines you can add to a matter, such as a discovery deadline or a statute of limitations. They are grouped by practice area. Maatdesk includes system types, and you can add your own.
Settings
Managing Document Categories
Document categories organize the documents of your matters, for example Petition, Evidence or Fee Agreement. You can add, rename, merge and delete categories.
AI Tools, Settings
Configuring Firm-Level AI Integrations
Firm-level AI integrations let an administrator set up an AI provider once for the whole firm and choose which groups and users can use it in AI Tools, instead of each user adding their own API key.
Settings
Editing your Profile
Your profile has your personal information, your time zone and your password. Keep it up to date so notifications and documents show the right data.