• How do I create a new matter?

  You can create new matters if you are granted permission by the account administrator. Out of the box, users with...

  June 13th, 2022 267 views 0 likes
• What is the Accounting Tab of a matter?

  The accounting tab of a matter provides details about any fees or costs split agreements that your firm may have...

  June 13th, 2022 142 views 0 likes

Subcategories