Can I label a matter as belonging to 2 different practice areas?

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  Practice Areas can be created and edited in your Firm Settings: From your Firm Settings,            Go into Matters & Contacts > Practice Areas Select the (+) to create a new Practice Area. Type in your new Practice Area > hit enter > press the blue ...

• I See Where I Can Add a Matter Name but What About a Matter Number? How Are Those Assigned?

  Matter numbers are assigned by the system when you create a new matter. As the user, you can, however, choose the format of a matter number. For example, you may elect to have it be a simple number (e.g. 00010) or a number and matter name (e.g. 00010 ...

• How Do I Change the Primary Client in a Matter?

  If the Primary Client for your Matter changes or you accidentally selected the incorrect Contact, you can always change this field. If you would like to change the role of any Contact other than the primary client, this will be done differently. ...

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• Can I Set Increments on a Matter Basis?

  Yes! When you create a Matter, you can set the increment right away. If you don't, it will be saved as the increment you entered in your Firm Settings. If you would like to change this later on, you can do so in the Matter Options tab of the Matter ...