Clients and Matters
Opening New Matters
Matter Manager
- Enabling the Automatic Transfer from Trust for Multiple Existing Matters
- Enabling the Automatic Transfer from Trust for an Existing Single Matter
- Enabling the Apply Trust Transfer to Existing Invoices Feature
- Overriding the Global Billing Settings on Individual Matters
- Automatically Create Disbursements at Billing - Overview
- Working with Quoted Types
- Applying a Matter Bill Settings Profile to a Single Matter
- Matter Bill Settings - Past Due/Interest Options
- Matter Bill Settings Quoted Type Options
- Matter Bill Settings - Disbursements Options
- Removing a Matter Bill Setting Profile
- Quoted Types - Overview
- Use Quoted Types to Bill In Advance
- Use Quoted Types to Add a Contingency Amount
- Use Quoted Types to Add an Estimate Amount
- Use Quoted Types to Add a Fixed Fee
- Use Quoted Types to Add a Monthly Fee
- Use Quoted Types to Add a Minimum Monthly Fee
- Use Quoted Types to Add a Maximum Monthly Fee
- Use Quoted Types to Add a Target WIP
- Use Quoted Types for Multiple Matters
- Use Quoted Types to Add a Total Fee
- Split Bill
- Working with Interest
- Creating a New Custom Layout
- Automatically Adding Custom Tabs to New Matters
Closing and Archiving Matters
Error Messages and Troubleshooting
- This Field Already Exists
- Error: This Field Contains Invalid Information
- The Opening Balances Tab is Missing in the Matter Manager
- The Matter Manager Notes Tab Does Not List New Notes
- Some Tabs in the Register and Matter Manager Are Not Available
- Custom Tab Yes/No Fields Display 1 or 0 on Printouts
- Zip Code Box Is Left Blank When You Change the Matter Billing Address
- The QDocs Button is not on the Matter Manager Toolbar
- The Copy Address Button Copies the City Twice
- The Browse Button in the Manager Modules Does Not Save the Output File to the Selected Location
- PCLaw Closes When You Try to Use Keyboard Arrows in Matter Manager
