Matters
- Contacts vs. Matters
- Pipeline Overview
- Creating Contact or Matter Tags
- Matter Statuses
- Creating Matters
- Conflict Checking
- Practice Areas
- Matter Relationships
- Matter Profile Overview
- Email Assigning Inbox
- Message Center
- Merging Duplicate Matters or Contacts
- Using Contact or Matter Tags
- Track Matters' Time in Pipeline Stages
- Using the Client Portal (From Client's Perspective)
- Matter Auto-Numbering
- Company Matters
- Company Matter Forms
- Matter Filtered Views