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  1. PERSUIT
  2. In-House Clients
  3. Apperio (e-Billing) — Matter Management

Apperio (e-Billing) — Matter Management

  • How do I add an internal matter reference or ID?
  • How do I edit a matter name?
  • How do I assign a matter owner?
  • How do I update matters in bulk?
  • How do I export a matter?
  • How do I attach a file to a matter?
  • How do I star a matter?
  • Project Summary Email
  • Projects View
  • How do I manage matters with folders?
  • Phases & Tasks
  • How do I manage budgets?
  • A Breakdown of Matter Charts and Totals
  • How do I view a matter?
  • Introduction to the Matters Page
  • Matter mapping rules
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