Matter Maintenance

• Finding a Matter
• Creating and Managing Matters
• Bulk Updates for Matters
• Creating an External Reviewer
• Bulk Updates for Multiple Matters
• Main Matter Overview Details

Financials

• Managing Invoices on Matter Overview
• Creating Accruals
• Submitting and Managing Accruals
• Allocation

• Budgets
• Reserves

Matter Features

• Managing Matter Documents
• Managing Document Folders on a Matter
• Participants
• Staff
• Work Intake
• Journals

• Contacts
• Microsoft Add-ins