The Contacts area allows you to manage your Client, Payee, and Address Book contacts. Note: For information regarding managing payees, see Manage Your Payees. Your options include: Adding Editing Deleting Associating other parties with clients with your Client and Address Book contacts Exporting Adding a Client From Contacts Note: If the contact is a client, the information you add displays in your invoice’s Bill To section. To add …
Sometimes multiple parties share the responsibility of making the payment for one matter. Split billing allows you to split the fees and expenses for a single matter among multiple matters. Configure Split Billing To perform split billing, the billing method (hourly, fixed, contingency) and eBilling status of all the matters involved in the split must …
By setting a matter budget, you can determine the time, amount, and expenses for specific matters, ensuring that you do not spend more than the funds allocated for those matters. Set a Matter Budget Note: If you have split billing enabled for a matter, the system will not permit you to set a budget for …
You can use matter templates that have preset parameters for certain types of matters, helping you to efficiently add a matter with prefilled entries. Note: Check your tier to determine the availability of this feature. Add a New Matter Using a Template You can add a new matter using a matter template from the Quick …
With the matter template feature you can create a framework with predefined parameters for certain types of matters helping you to efficiently add a matter with prefilled entries. Note: Check your tier to determine the availability of this feature. Create a Matter Template To create a matter template: From the left navigation panel, click Matters. …
Matters are the software’s building blocks, allowing you to create timecards, expense cards, invoices, trust transactions, and use the software’s practice management tools.
Adding relations to matters and contacts supports the conflict check feature and helps when creating merge fields for document assembly.
You can export your contacts for reporting purposes, as a backup, or for import into a CRM or contact management tool.
The Matter Summary screen is like the dashboard but on a matter level. It displays client matter and billing information.
You can check for conflicts of interest between clients and contacts from various matters.
You can make a matter inactive to archive it.
Important: For cash-based accounting, the only requirement for inactivating a matter is that you disburse all trust funds.
You can override the default timekeeper fee allocations and set up other party fee allocations, such as the originating attorney or responsible attorney, at the matter level.
By default, the billing contact on a matter is the associated client. For situations where a different party should receive the invoice, or multiple parties want to receive an emailed copy, we provide more granular invoice settings on the matter level.
When you complete certain bulk actions such as printing multiple invoices, the option displays to either.
To protect your client from a conflict of interest, you can use the Ethical Wall feature. This will prevent selected users from viewing a particular matter and any associated files.
From the Matters screen, double-click a matter to select it or click on the three dots (kebab menu) at the end of the row and from the drop-down, click Edit.
