How Do I Re-Assign Ownership Of A Matter?
Overview Matters.Cloud provides a simple to use facility to re-assign the ownership of a Matter record. Step 1 - Navigate To Matters List Select Matters > All matters and locate the Assign button: Step 2 - Assign Matters Select the new User to ...
What Types Of Billing Arrangements Are Supported?
Overview To support firms looking to adopt alternatives to the traditional hourly billing model we have introduced a series of new billing arrangements to help automate the billing process: Capped fee Capped fee (recurring) Capped fee (recurring with ...
How Do I Create A Matter?
Step 1: New matter Create a new Matter by clicking on Matters > New matter and ensure you click the Submit and open button once you have completed the form. Note: Ensure you select an Activity code set to enable time recording for the new matter.