By Fred and 2 others3 authors14 articles
How To: Fix Trust Accounting when Liability is Disconnected
How To: Add Custom Fields to a Matter
How To: Change Rates on a Matter
How to Bill Contingency Matters
How do I Set Up and Use Practice Areas?
How To: delete a Client and Matter with attached Trust Account? [FAQ]
How Do I Add a User to all Matters for a Client? [FAQ]
How To Archive a Client
How Do I Delete a Client or Matter?
Changing the "Responsible Attorney" on a Matter
Matter Billing Types
Workflow: Clients charged fixed fees monthly, evaluated Quarterly
How To: Run a Conflict Check
How to Create Clients and Matters