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  3. Clients, Contacts and Matters

Clients, Contacts and Matters

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Everything about clients, contacts and matters in Legalsense

  • 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
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