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Matter types provide customization and reporting for the various matters you deal with.

Matter types

Contract types provide you with a starting point for building out new contracts and provide reporting and workflow options.

Contract types and groups

This article describes how you can globally replace one person with another in the event of changes to your team.

How to reassign matters when people leave

How to create folder templates and use them in matters and contracts

Folder Templates

Leverage the power of conditional logic to create smarter, more responsive intake forms

Conditional Intake Forms

Chinmayee

Alina

Ben Kidd

Matters and Contracts

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