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MatterX User Guides
Data Migration
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MatterX User Guides
Welcome to MatterX
Getting Started
Getting Started
Connect with a Partner
Quick Start (Walkthrough)
Setup and Configuration
Setup and Configuration
Overview
Recommended Setup
Optional Setup
Data Migration
Data Migration
Table of contents
Partner Assisted
Business Functionality
Business Functionality
Business Functionality Overview
General
General
User Interface
Search
Finance
Finance
Overview
General Ledger
Sales
Purchase
Payments
Trust Accounting
Dimensions
Reconciliation
Reports
Matters
Matters
Overview
Matter Card
Responsibilities
Relations
Members
Task Management
Attributes
Rates
WIP Lifecycle
Trust Accounts
Timeline
Safe Custody
Archives
Dimensions
Reports
Resources
Resources
Overview
People
Time Entry
Disbursements
Administration
Administration
Integration - Microsoft 365
Integration - Microsoft 365
Integrate with Azure AD
Integrate with Outlook
Integrate with SharePoint
Integration - Microsoft PowerBI
Integration - Microsoft Dynamics 365 Sales
Integration - Microsoft Dynamics 365 Sales
Integrate with Microsoft Dynamics 365 Sales
Integration - Microsoft DataVerse
Integration - Microsoft DataVerse
Integrate with Microsoft DataVerse
Add-ins
Add-ins
Microsoft Word
Outlook (Documents)
Outlook (Insights)
Sample Pages
Sample Pages
About
StackEdit Document
Table of contents
Partner Assisted
Data Migration
Partner Assisted