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Practice Management
Built-in Tools, Integrations, and Add-ons
Add-ons and Accelerators
Legal Accounting and Practice Management Integration
Matters and Contacts
Matters and Contacts
Working with Matters in Practice Management and Legal Accounting
Working with Contacts in Actionstep Practice Management and Legal Accounting
Managing Contact and Matter Numbering with the Legal Accounting Integration
Understanding System Workflow and Field Mappings in Legal Accounting
Contact and Matter Field Mapping Between Practice Management and Legal Accounting
Configuring Multiple Clients and Split Billing for the Legal Accounting Integration
Configuring LEDES98BIv2 Billing for the Legal Accounting Integration
Troubleshooting the Legal Accounting Integration