Client List Report
This report shows an inventory of matters with the firm. The client list can be filtered in…
Matter Activities
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Matter Transactions Report
The Matter Transactions Report shows a detailed statement for each matter. This include… -
Client Transactions Report
The Client Transactions Report shows a detailed statement for each client. This include… -
Client-Matter Ledger Report
This report includes all the activities for Client-Matter such as time (fees), expense,… -
Conflict Check Report
You can check for conflicts of interest between clients and matters, and if you have CRM en…
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