Help

This help guide is written for users with the premise that the user has the applicable permissions enabled to allow the user to perform the intended operation. If the user does not have the applicable permissions enabled, only the account administrator can enable the permissions for the user.

Matters

  • How to view matters

    • Switch to the Matters app using the app switcher button

  • How to view a matter

    • Switch to the Matters app using the app switcher button
    • Double click a matter record from the record list

  • How to add a matter

    • Switch to the Matters app using the app switcher button
    • Click the Add button in the Matters toolbar
    • Complete the Add Matter form
    • Click the Submit button to save the record

  • How to edit a matter

    • Switch to the Matters app using the app switcher button
    • Click the Edit button in the Matters toolbar
    • Complete the Edit Matter form
    • Click the Submit button to save the record

  • How to delete a matter

    • Switch to the Matters app using the app switcher button
    • Select at least one Matter record from the record list
    • Click the Delete button in the Matters toolbar to delete the record

  • How to close a matter

    • Switch to the Matters app using the app switcher button
    • Double click a Matter record from the record list
    • Click the Edit button in the Matters toolbar
    • Click the Closed button in the Edit Matter Form and select a date from the date menu
    • Click the Submit button to save the record

  • How to print a matter

    • Switch to the Matters app using the app switcher button
    • Click a Matter record from the record list
    • Click the More->Print button in the Matters toolbar

  • How to refresh matters

    • Switch to the Matters app using the app switcher button
    • Click the More->Refresh button in the Matters toolbar

  • How to search matters

    • Switch to the Matters app using the app switcher button
    • Search for matters in the Matters search box using the Matter number

  • How to filter matters

    • Switch to the Matters app using the app switcher button
    • Click one of the Matters filters in the left sidebar
    • Search for matters in the Matters search box

  • How to add a matter contact

    • Switch to the Matters app using the app switcher button
    • Click a Matter record from the record list
    • Click the Contacts tab in the Matter Attributes panel
    • Click the More->Add button in the Matter Contacts toolbar
    • Type the name of an existing contact in the Name field and select the contact record to be added from the results list
    • Type a role for the contact, i.e. “client”, “cl”, “opposing counsel”, “opcl”, etc.
    • Click the Submit button to save the record

  • How to edit a matter contact

    • Switch to the Matters app using the app switcher button
    • Click a Matter record from the record list
    • Click the Contacts tab in the Matter Attributes panel
    • Click a single matter contact record from the record list
    • Click the More->Edit button in the Matter Contacts toolbar
    • Type the name of an existing contact in the Name field and select the contact record to be added from the results list
    • Type a role for the contact, i.e. “client”, “cl”, “opposing counsel”, “opcl”, etc.
    • Click the Submit button to save the record

  • How to delete a matter contact

    • Switch to the Matters app using the app switcher button
    • Click a Matter record from the record list
    • Click the Contacts tab in the Matter Attributes panel
    • Click one or more matter contact records from the record list
    • Click the More->Delete button in the Matter Contacts toolbar to delete the record(s)

  • How to view a matter contact

    • Switch to the Matters app using the app switcher button
    • Click a Matter record from the record list
    • Click the Contacts tab in the Matter Attributes panel
    • Click a matter contact record from the record list
    • Click the More->View button in the Matter Contacts toolbar
    • (Shortcut) Double click a matter contact record from the record list

  • How to print a matter contacts

    • Switch to the Matters app using the app switcher button
    • Click a Matter record from the record list
    • Click the Contacts tab in the Matter Attributes panel
    • Click one or more matter contacts record from the record list
    • Click the More->Print button in the Matter Contacts toolbar

  • How to refresh matter contacts

    • Switch to the Matters app using the app switcher button
    • Click a Matter record from the record list
    • Click the Contacts tab in the Matter Attributes panel
    • Click the More->Refresh button in the Matter Contacts toolbar

  • How to add a matter task

    • Switch to the Matters app using the app switcher button
    • Click a Matter record from the record list
    • Click the Tasks tab in the Matter Attributes panel
    • Click the More->Add button in the Matter Tasks toolbar
    • Choose a due date for the task
    • (Optional) If the task has been completed, choose a complete date for the task
    • Enter a title for the task
    • (Optional) If time has been spent on the task, enter time spent on the task in hourly decimal format
    • (Optional) If the task has been assigned an hourly rate, click the Rate button and choose the hourly rate
    • Click the Assigned button and choose a user to whom the task will be assigned
    • Click the Submit button to save the record

  • How to edit a matter task

    • Switch to the Matters app using the app switcher button
    • Click a Matter record from the record list
    • Click the Tasks tab in the Matter Attributes panel
    • Click the More->Edit button in the Matter Tasks toolbar
    • Choose a due date for the task
    • (Optional) If the task has been completed, choose a complete date for the task
    • Enter a title for the task
    • (Optional) If time has been spent on the task, enter time spent on the task in hourly decimal format
    • (Optional) If the task has been assigned an hourly rate, click the Rate button and choose the hourly rate
    • Click the Assigned button and choose a user to whom the task will be assigned
    • Click the Submit button to save the record

  • How to delete a matter task

    • Switch to the Matters app using the app switcher button
    • Click a Matter record from the record list
    • Click the Tasks tab in the Matter Attributes panel
    • Click one or more matter task records from the record list
    • Click the More->Delete button in the Matter Tasks toolbar to delete the record(s)

  • How to mark a matter task done

    • Switch to the Matters app using the app switcher button
    • Click a Matter record from the record list
    • Click the Tasks tab in the Matter Attributes panel
    • Click at least one matter task record from the record list
    • Click the More->Mark done button in the Matter Tasks toolbar

  • How to mark a matter task not done

    • Switch to the Matters app using the app switcher button
    • Click a Matter record from the record list
    • Click the Tasks tab in the Matter Attributes panel
    • Click at least one matter task record from the record list
    • Click the More->Mark not done button in the Matter Tasks toolbar

  • How to set matter task rates

    • Switch to the Matters app using the app switcher button
    • Click a Matter record from the record list
    • Click the Tasks tab in the Matter Attributes panel
    • Click the More->Set rates button in the Matter Tasks toolbar
    • Choose a task rate level and enter an hourly amount for the rate
    • Click the Submit button to save the record

  • How to print matter tasks

    • Switch to the Matters app using the app switcher button
    • Click a Matter record from the record list
    • Click the Tasks tab in the Matter Attributes panel
    • Click at least one matter task record from the record list
    • Click the More->Print button in the Matter Tasks toolbar

  • How to refresh matter tasks

    • Switch to the Matters app using the app switcher button
    • Click a Matter record from the record list
    • Click the Tasks tab in the Matter Attributes panel
    • Click the More->Refresh button in the Matter Tasks toolbar

Contacts

  • How to view contacts

    • Switch to the Contacts app using the app switcher button

  • How to view a contact

    • Switch to the Contacts app using the app switcher button
    • Double click a contact record from the record list

  • How to add a contact

    • Switch to the Contacts app using the app switcher button
    • Click the Add button in the Contacts toolbar
    • Complete the Add Contact form
    • Click the Submit button to save the record

  • How to edit a contact

    • Switch to the Contacts app using the app switcher button
    • Click the Edit button in the Contacts toolbar
    • Complete the Edit Contact form
    • Click the Submit button to save the record

  • How to delete a contact

    • Switch to the Contacts app using the app switcher button
    • Select at least one Contact record from the record list
    • Click the Delete button in the Contacts toolbar to delete the record

  • How to email a contact

    • Switch to the Contacts app using the app switcher button
    • Select at least one Contact record from the record list
    • Click the email address of the Contact to open an email form for the Contact. To email a contact with a Matter number and title in the email subject line, click the Contact email address from the Matters app under the Matters->Contacts tab

  • How to upload a contact image

    • Switch to the Contacts app using the app switcher button
    • Double click at least one Contact record from the record list
    • Click the default contact icon
    • Select an image file on your computer
    • Click the Submit button to save the record

  • How to search contacts

    • Switch to the Contacts app using the app switcher button
    • Search for contacts in the Matters search box using the first or last name of the contact

  • How to export contacts

    • Switch to the Contacts app using the app switcher button
    • Select at least one Contact record from the record list (Click Shift on your keyboard to select multiple records)
    • Click the More->Export button to export selected contacts in vCard format

Tasks

  • How to view tasks

    • Switch to the Calendar app using the app switcher button

  • How to view a task

    • Switch to the Calendar app using the app switcher button
    • Double click a task record from the record list

  • How to search tasks

    • Switch to the Calendar app using the app switcher button
    • Search for tasks in the Calendar search box using the Matter Task number

  • How to add a task from the Matters app

    • Switch to the Matters app using the app switcher button
    • Select a matter record from the record list
    • Click the Tasks tab in the matters attributes panel
    • Click the Add button in the Matter Tasks toolbar
    • Complete the Add Task form
    • Click the Submit button to save the record

  • How to add a task from the Calendars app

    • Switch to the Calendars app using the app switcher button
    • Click the More->Tasks->Add button in the Calendar toolbar
    • Complete the Add Task form
      • (Optional) If adding the task to a Matter, type an existing matter number into the Matter input field and select a matter from the results list
    • Click the Submit button to save the record

Events

  • How to view events

    • Switch to the Calendar app using the app switcher button

  • How to add an event

    • Switch to the Calendar app using the app switcher button
    • Click the More->Events->Add button in the Calendar toolbar
    • Complete the Add Event form
    • Click the Submit button to save the record

Settings

Account

Troubleshooting