Generating Bills for Monthly/Retainer Fee matters
In this guide, you will learn, through the Monthly/Retainer Fee tab, how to automatically generate invoices for matters with this billing strategy. Table of contents Accessing the Monthly/Retainer Fee tab Setting the Details Level Setting Tax Options Configuring Payment Options Related guides or tutorials Accessing the Monthly/Retainer Fee tab To enter the Monthly/Retainer Fee tab:…
maatdeskadminManaging Practice Areas
In this guide, you will learn how to manage custom forms for each practice area to extend Matter Forms, so custom fields will be part of the data required to fill in the matter information. It is recommended, but not required, that: As a prerequisite, you have defined the layout of the form and the…
Getting started with Time entries
In this tutorial, you will learn the basic steps of working with time entries, so that you can easily and efficiently record the time spent on any action. Table of contents Creating a Time entry Adding a time entry from the Add Time Entry panel Adding a time entry from a Quick Bill Rate setting…
Structure of the Matter dashboard
This guide explains the composition of the Matter dashboard and all its tabs and elements, as well as the actions you can take from each of them. Table of contents Structure of the Matter dashboard Content of the Matter Dashboard tabs Dashboard tab Rearranging the widgets Contacts widget Details widget Time Entries widget Financials widget…