There are numerous drop-down menus throughout the program that can be customized to fit your firm’s needs.
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Menus Available to Edit
Expense – These are the options available for the expense when entering an expense card. You can also assign descriptions and default prices if necessary.
Labels – These labels can be added to emails, events, tasks, notes etc. for easy categorization.
Matter – These are the options for Matter Name when setting up your matter.
Memo – These are the options available when completing Memo1 for transactions (what prints on your checks).
Rate Level – Create descriptions for each rate level. This will appear when selecting timekeeper rates on matter and time card screens.
Contact Type – Create contact types for use in contact details and conflict checking.
Shorthand – Create abbreviations for words, so that you can enter the abbreviation code in various areas to create certain words or phrases.
Task – These are the options available for the task when entering a time card. You can also assign descriptions, task codes, and task rates here if needed.
Title – These are the options for title when setting up your timekeepers.
Area of Law – Create an area of law with code and choose a class.
Classes – Create a class that can be associated with chart of accounts, timekeepers, and area of law.
How to Add/Edit List Items
- Go to Setup
- Select List Items
- Select a menu item
- At the top, you will see the list items provided
- You can then add, edit, or delete items from this section to customize your drop-down options