Legal Billing
LawPay: Setting Up Your Integration
Introduction Integration with LawPay is available to users of Quickbooks Online, the details of this are available via the following link: QuickBooks Online Integration – LawPay The following steps explain how to embed a LawPay link within the email ...
Managing Outside Counsel Guidelines
Overview Outside counsel guidelines (OCGs) have become a standard part of the relationship between law firms and their clients. Typically, OCGs are created by in-house counsel and set out the policies and procedures governing the relationship, ...
How Do I Import Invoices?
Overview Matters.Cloud provides a simple to use facility to import existing invoice data when migrating from third party applications. Import Formats The following file formats are supported: Microsoft Excel (.xlsx) Comma Separated (.csv) Import ...
How Do I Create A Bank Account?
Overview Bank accounts are used when issuing invoices, adding customer receipts and entering Trust (Client Account) transactions. By default, a bank account must be created before using these transaction types. If you encounter a message of the ...
What Languages Can Invoices Be Created In?
Overview Matters.Cloud allows you to select from a range of 16 languages when created a new invoice. This will then apply to: The language used on invoice line items The invoice produced in PDF format The email template (where configured) used when ...