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  1. Smokeball Support Hub
  2. Managing Matters
  3. Matters

Matters

  • Add and edit custom referral types
  • Create a new matter
  • Matter Type Favourites
  • Change the Matter Type of an existing matter
  • Change the Client's Role on an existing matter
  • Set up and use Matter Stages
  • Using Matter Templates
  • Matter Types Directory
  • Matter Permissions
  • Add and apply Matter Tags to a matter
  • Managing Matter Widgets
  • Matter numbering
  • Change Hourly Rates on a Per-Matter Basis
  • Close and archive a matter
  • Additional Contact and Edit Role Legal Description
  • Conflict Checks
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