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