Matters

How to for Matters

• How do I Remove the Required Setting for Matter Data when Creating a New Matter?
• Changing to Whom the Matter is Assigned
• Matter Calendar Appointment Panel
• Phone Calls
• Can I add a panel for "Recent Phone Calls" to the matter homepage?
• Responsible Lawyer Error

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Creating a Matter

• How to Delete a Matter
• Matter Naming Conventions
• Creating a Matter
• Matter Templates

Matter Navigation

• Creating a File note for multiple Matters
• Workflow History
• Matter Overview
• Matter Parties
• Matter Steps
• File Notes

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Matter Billing

• Scheduled Payments and Recurring Invoices
• Partial Bill Payment Allocation
• Can I recover a deleted invoice?
• Why Isn't My Matter Listed in Mass Billing?
• How to Turn on General Retainer in a Matter
• Payment Terms

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Matter Documents

• What is the maximum file size for matter documents?
• Document Data Permissions
• Checking Documents in & out
• Browse, Search, and Sort Documents
• Moving Documents Between Matters and Folders
• User Preferences

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