Using Matters Dashboard
- Click Matters on the menu bar
- Select the matter you want to view.
- Toggle to different sections using the tab.
- Click on New to take quick actions on the matter
On the overview page, you can view:
- Financial history: This displays the total amount in trust, paid, due and billable for the matter
- Contact information: This shows the profile of the client
- Time spent: This graphically displays the billable and non-billable hours and the payment status for the matter
- Matter information; This displays basic information on the matter
