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    user

    Demo User

    demouser@example.com

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  • user
    Demo User
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  • Matters
    • Leads to Call
    • Tax returns for filing
    • Waiting Phone Repairs
    • Arbitrations being Heard
    • Filed Patents
    • Trademarks to file
    • + matter view
  • Tasks 383
    • My Overdue Tasks
    • Upcoming Tasks
    • Important Tasks
    • + task view
  • Contacts
    • + contact view
  1. Default workspace
  2. Dashboard

View

  • Hide closed matters
ID Name Current Step Type Tags Next Task Next Task Due Agent Client Professional Applicant Arbitrator Accountant Quoted amount Acceptance Deadline Filing Date Lead Quality Source Quote Country Market Cap Country of Incorporation
  • Move to step Apply manual automation
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View

  • Hide completed tasks
ID Name Assigned to Matter Due Date Completed On Tags Assigned by Completed by Status
  • Mark Done Mark Pending Apply manual automation
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View

  • Only show contacts with matters in current workspace
    Only show contacts with open matters
ID Name Matters Email Street Address Postal Address Mobile phone Landline Tags first_name middle_name last_name is_company company_name street_line_1 street_line_2 street_line_3 street_city street_state_province street_zip_postal_code street_country postal_line_1 postal_line_2 postal_line_3 postal_city postal_state_province postal_zip_postal_code postal_country
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View

  • Unallocated
  • Allocated
  • Ignored
ID Date From To Subject Snippet
  • Archive against matter Unallocate Ignore
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View

  • Hide processed webform submissions
  • Submitted
  • Processed
  • Deleted
ID Web form Matter Type Status Submitted IP Address Conflicts
  • Process Discard
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View

  • Hide processed action logs
ID Matter Action
  • Approve Delete
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View

  • All
  • Awaiting approval
  • Failed
  • Done
  • Cancelled
Name Status Matter Macro Actions
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View

  • Hide invoiced time entries
ID Date Entry Amount Invoiced Invoiced Date Invoice Number Matter User
  • Invoice Delete
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Theme
Add new matter
Workflows
Task
Edit contact
  • Details
  • Physical Address
  • Postal Address
Allocate email
Data View
Columns
Limit the displayed roles and data fields columns
Add new time entry
Please set an hourly rate
Enter an monetary amount
You need to create at least one fee schedule first.
Edit Tags
Switch workspace
Create a new workspace.
Process Web Form Submission
Apply manual Macro
You can only apply manual automations simultaneously for matters of the same type.
You must create at least one manual automation first.
You must create at least one manual automation first.
You must create at least one manual automation first.
You must create at least one manual automation first.
You must create at least one manual automation first.
You must create at least one manual automation first.
You must create at least one manual automation first.
You must create at least one manual automation first.
You must create at least one manual automation first.
You must create at least one manual automation first.
Move all to next step
You can only change step for matters of the same type.
Edit email
Loading email....
Generate new invoice

Analysing bill

You must connect to Xero first
$