Contacts & Matters
Manage your leads, contacts and matters with PracticePanther.
By David and 6 others7 authors45 articles
Running conflict checks
Automatic Duplicate Check for Contacts
Adding columns to Contacts and Matters
Receiving notifications about a contact or matter without being assigned to them.
How to delete contacts or matters
Changing how names display
Filtering your time, expenses, payments or invoices for a certain contact or matter.
Exporting Matter Custom Fields
How to get a report on the last activity in a matter.
Grouping your matters by practice area.
Managing columns in Matters
Setting up your matters for contingency and regular billable cases.
Sorting matters by created/open/close date.
Changing the status for a Matter.
Exporting your matters.
Personal Injury and Contingency Billing
Setting a custom hourly rate for a matter.
Creating pro bono matters.
Assigning multiple users to a matter.
Automatically numbering your matters.
Adding a note to a matter.