By adding and sharing matters with your clients, you can be transparent with your clients while still maintaining some detailed control over what type of information
Note: Only administrators can perform this task.
To add matters to Viewabill:
- Open the Matters page.
- Click the Add Matter icon to the left of the search field or click the Add Matter button at the bottom of the matter table.
- Enter the matter IDs. Use a separate line for each matter ID.
- Click Next: Choose Billing Partner.
- Select a billing partner. To create a new billing partner, click Add a Billing Partner and fill out the requested information for the partner.
- Click Finish.
After this matter has successfully synced to your dashboard, you are able to share this matter with a client user.