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  1. Brief Accounting Support Desk
  2. Mac OS
  3. Clients and Matters

Clients and Matters

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  • Conflict Searching
  • Creating New Clients and Matters
  • Brief Accounting Rate Types
  • Setting up Staff-Based Rates
  • Setting up Position-Based Rates
  • Billing Rate Reports
  • FAQ: How is Active and Inactive different from Open and Closed?
  • Move a Matter from One Client to Another
  • Matter-Based Address Information
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