- Matter Page Overview
- Creating a Matter
- Editing and Deleting a Matter
- Creating and Updating the Matter Numbering Scheme
- Matter Statuses
- Adding Related Contacts to a Matter
- Matter Permissions and Groups
- Searching, Sorting, and Filtering your Matters
Frequently Asked Questions:
- How do I disable manual Matter Numbering?
- What does a co-counsel see when a Matter is shared with them?
- How do I close a Matter?
- How do I create a flat rate entry in a Matter?
- What does "Matter Number Override" do?
- How do I set Matter Number to manual for each Matter?
- Can I record payment on a closed Matter?
- How do I set my Matter as non-billable?
- Can I sort my Matters by custom fields?