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Law firm users sometimes report:
“I can’t find the matter to bill.”
“The matter isn’t visible.”
“Can you add me to the matter?”
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Why can't my vendor find a matter?

Please reach out to your dedicated Customer Success Manager if you wish to configure this setting. 
Enabling this setting allows you to se...

How to Exclude a Volume Trade Discount from a Matter

The Firm Matter Reference is a field used only by law firms.It allows vendors to enter their own internal reference number for a matter in...

Firm Matter Reference

Use this article if you need to assign a law firm or vendor to an existing matter so they can access and bill against it.If a vendor says ...

How to Add a Vendor to a Matter

Matters - Vendor Management

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