Jump to the Matters tab, and click on your Matter.

Here you'll find the Client/Matter details. The General page provides general details, as well as Conflict Checking and Archiving. 

Access and Billing
For information regarding billing type, find Access and Billing tab. This section allows you to add timekeepers, altering billing type, and input fixed fees. It also allows for manual QuickBooks Online verification, and establishing a trust account for the matter. 

Client Details
Information related to the specific client will appear.  Editing this client information will automatically update in Quickbooks Online if the client is connected to Quickbooks Online.

To find out about LEDES Billing, check out our article here. 

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