Skip to content

MatterX User Guides

Optional Setup

Initializing search

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 Optional Setup
    Table of contents
    
    Work Types
    
    Contact Types
    
    Soft Disbursement Types
    
    Hard Disbursement Types
  - Data Migration
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
Administration
Administration
- Integration - Microsoft 365
  Integration - Microsoft 365
- 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
Sample Pages
Sample Pages
- About
- StackEdit Document

Table of contents

Work Types
Contact Types
Soft Disbursement Types
Hard Disbursement Types

Optional Setup

Work Types

Contact Types

Soft Disbursement Types

Hard Disbursement Types

Previous Recommended Setup

Next Data Migration

Made with Material for MkDocs