By PracticePanther and 4 others5 authors14 articles
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.