If I am setting up a matter, can I change the billing details later on?
Absolutely! Virtually every aspect of a matter can be edited as the case progresses. You can navigate through the tabs to modify.
Can I Quickly Change From One Matter to Another?
When looking at a Matter details page, you can quickly navigate to another Matter using the "Jump" option. This option is available by: Clicking on the Matter name in the top left-hand side of the screen. By clicking on the Matter name, you will be ...
How Do I Change a Matter's Status to Closed?
You can change the status of a Matter from within the Matter Details page. When you hover over the status field, click the pencil button that shows. From here you can change the Matter status from Open to Closed, then click the check button to save ...
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. ...
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 ...
What is Split Billing and How Do I Use It?
Split Billing allows you to divide the invoiced amount for services and expenses on a singular matter between multiple parties. First, make sure Split Billing is enabled on the Matter-Level. This can be done when you are creating the matter under ...
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