- What are the different cards/section in the Dashboard tab of Matters?
- Overview of the Matter Dashboard tab
What Contact Information is Visible from the Matter Dashboard?
- Budget: Total, Remainder, and Budget forecast (available on Elite subscriptions)
- Total time: All Time Entries added to the Matter (both Billed and Unbilled)
- Total expenses: All Expenses added to the Matter (both Billed and Unbilled)
- Outstanding balance: Amount due on unpaid, approved Bills
- Trust funds: Balance in trust for the specific Matter
- Options: Quick bill, Add time, Add expense, New request (trust), View client level funds
- Details: Data input into standard Matter fields
- Options: Status drop-down menu
- Custom Fields: Data input into Custom Fields (available on Boutique and Elite subscriptions)
- Contacts: Client and Related contacts
- Options: Add related contact
- Timeline: Log of all activity on the Matter (creations, edits, and deletions)
- Options: Share, Edit