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Maintain a detailed and accessible record of funds held in trust. Track payments, disbursements, losses and gains at any given time. All from a single dashboard.

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Updated on June 6, 2023

Docy

Update Matters

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  1. Click the three lines at the top left corner to access the Menu Bar
  1. Click Matters
  1. Click on the matter to be edited
  2. Select Edit Matter
  1. Update relevant information and click Next
  2. Update the Date and Billing section if necessary
  3. Click Save Changes

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