Tour of Matter Details


This is a matter-specific area where you can see all billing, banking, and practice management items that link back to each particular matter.

Watch a Video

Watch a short video about the Matter Details page.

Available Sections in Matter Details

  • Banking
    • Transactions – use this section to view and manage your individual matter trust and operating transactions 
    • 3rd Party Bills – a section you can use to manage third party bills that are to be paid from client (trust) funds
Updated on July 19, 2019

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