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11 articles tagged as “matter”:

Create a Matter

Matters are the work space where you will do things like record note, add time entries and expenses, fill out forms, and tracking case progress.

Published in: How to
How to Add Funds Manually to a Matter’s Trust Account?

Published in: How to
How to Create a Matter Record for a Contact?

Published in: How to
How to Save Notes to a Journal in a Contact or Matter Record

Outlining the three methods to save notes to a journal in a contact or matter record in LollyLaw.

Published in: How to
How to Upload a Document to the Cloud Storage from a Matter Record?

Published in: How to
How to View an Invoice in a Matter Record?

Published in: How to
What is the 'Billing' Tab in a Matter Record?

Summary of the 'Billing' tab within a matter record

Published in: General Information
What is the 'Documents' Tab in a Matter Record?

Summary of the 'Documents' tab within a matter record.

Published in: General Information
What is the 'Transactions' tab in a Matter Record?

Published in: General Information
What is the Journal in a Contact or Matter Record?

Summary of the 'Journal' tab within a contact or matter record.

Published in: General Information
What to do When Staff Leaves

Steps to take to ensure a smooth transition of matters, tasks, and reminders during staff turnover.

Published in: How to

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