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Clients and Matters
Clients and Matters
Chase Sullivan avatarMelissa Schaefers avatarDave Churchill avatar
By Chase and 3 others4 authors15 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 Delete a Client or Matter? [FAQ]
How do I Set Up and Use Practice Areas?
How Do I Add a User to all Matters for a Client? [FAQ]
How To: delete a Client and Matter with attached Trust Account? [FAQ]
How To Archive a Client
How Do I Delete a Client? [FAQ]
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
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