Watch our thorough, in-depth functionality testing of every part of the Matters feature. 

In this video you will learn how to:

  • How to filter contacts
  • How to export to CSV
  • Viewing intake and hired 
  • (Clicking on an individual contact) edit matter details (i.e. add description, edit value, and answer questions)
  • Edit contact
  • Add a workflow template 
  • Add an email campaign
  • Add a Single item - task
  • Add a Single item - schedule appointment 
  • Add a Single item - schedule email
  • Add a Single item - prepare form
  • Add a Single item - prepare document 
  • Add a note
  • Send an email
  • Add a file 
  • Look at “option” and select either “fill out”, “email form link”, “copy form link”, or “set due date” 
  • Show timeline
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