General
Matters
- Matters
- Matter Dashboard
- Create a Matter
- Create Notes and Time Records
- Fixed Fee Matters
- Matter Details
Contacts
Documents
- Favourite Documents in a Matter
- Add Documents
- Create Documents from a Template
- Create Document Templates for Selected Contacts
- Upload Documents
- Preview Documents
Document Automation
Time and Expense
Trust Accounting
- Trust Accounting
- Create a Trust Account and Configure Trust Account Settings
- Create an Opening Balance for a Trust Account
- Creating and Maintaining a Trust Record
- Create a Trust Receipt
- Create a Trust Payment
User Administration
- Sign-In Issue Troubleshooting
- Activate Microsoft or Google Authentication
- User Types
- Define User Charge Rates
- Create User Accounts
- Invite Users to mattero