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FAQHow to for Matters
- How to Close Matters - Single and Bulk
- 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?
Creating a Matter
Matter Navigation
- Creating a File note for multiple Matters
- Workflow History
- Matter Overview
- Matter Parties
- Matter Steps
- File Notes
Matter Billing
- Time Entry - Bill Behavior
- 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
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