Contacts & Matters
Manage your leads, contacts and matters with PracticePanther.
By David and 4 others5 authors44 articles
- Relationships Tutorial
- Running conflict checks
- Automatic Duplicate Check for Contacts
- Tags Tutorial
- 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.
- The Modern Matters Grid
- 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.