Clients, Contacts and Matters
Everything about clients, contacts and matters in Legalsense
- KYC and Compliance documents
- Client and matter status
- Billing groups
- Adding a new contact
- Editing a contact
- Contact search
- Adding a new client
- Editing a client
- Client search
- Adding a new matter
- Editing a matter
- Matter search
- Archiving
- Products
- Subscriptions
- Rates and Pricing schemes in Legalsense
- Price templates
- Budgets
- Conflict Check
- Set a capped price in combination with a lower hourly rate
- How do I block the writing of time on a matter?
- Pricing schemes in Legalsense
- Anti-money laundering (AML) checklist
- Insolvency matters in Legalsense
- VAT rates
- The name of the organization and the contact person do not appear above the address
- Management of Word templates