Matters & Contacts

All the resources you need to manage matters and client contacts

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31 articles in this collection
Written by Harsimran Singh and Maninder Kaur
Matters

How to remove members from a matter

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Written by Maninder Kaur
Updated over a week ago

How to change matter visibility to public

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Written by Maninder Kaur
Updated over a week ago

How to Convert a Matter Back to Lead

convert a Matter to Lead
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Written by Maninder Kaur
Updated over a week ago

How to create a folder for a matter

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Written by Maninder Kaur
Updated over a week ago

How to setup a flat fee matter

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Written by Maninder Kaur
Updated over a week ago

How to manually override a matter number

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Written by Maninder Kaur
Updated over a week ago

How to delete matter tags

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Written by Maninder Kaur
Updated over a week ago

How to set matter visibility to private

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Written by Maninder Kaur
Updated over a week ago

How to Add a New Practice Area

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Written by Harsimran Singh
Updated over a week ago

How to Quickly Locate or Find a Note or Other Interaction in a Matter

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Written by Harsimran Singh
Updated over a week ago

How to add additional contacts to a matter using relationships?

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Written by Harsimran Singh
Updated over a week ago

How to Pin and Unpin Notes, Meeting Notes, Facts, Time Log Entries and other Matter-related Interactions for Quick Access

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Written by Harsimran Singh
Updated over a week ago

How to add a new matter

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Written by Harsimran Singh
Updated over a week ago

How to View All Matters

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Written by Harsimran Singh
Updated over a week ago

How to view details of matters

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Written by Harsimran Singh
Updated over a week ago

How to delete a matter

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Written by Harsimran Singh
Updated over a week ago

How to create tags for matters

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Written by Harsimran Singh
Updated over a week ago

How to close a matter

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Written by Harsimran Singh
Updated over a week ago

How to Create Time Entry from a Matter

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Written by Harsimran Singh
Updated over a week ago

How to Filter Matters

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Written by Harsimran Singh
Updated over a week ago

How to re-open a closed matter

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Written by Maninder Kaur
Updated over a week ago

How to define default settings for firm practice areas

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Written by Maninder Kaur
Updated over a week ago