Creating and tracking invoices for your law firm or small business has never been easier than it is with GoMatters. Create and track as many invoices as you like, optionally associate the invoices with a Matter and use it in combination with the Matter Ledger for easy full trust accounting.

Our free invoicing app lets you manage all of your invoices online and generates pre-formatted invoice forms for convenient mailing to contacts in your contacts list. Invoices are fully customizable with settings for invoice Terms and Notes. Invoice reporting is quick and painless and is sure to make your law firm or small office billing run smoothly.

Whether your law firm or small business needs to send an estimate to seal the deal with a new client or manage your payments receivable, GoMatters Invoice App will get the job done.

To mark tasks or todos complete with a single click, click the status icon to toggle a task done or not done. That’s it! You can still select the task using the check box and then edit the task to add a completed date as in prior versions, but we think one click quick complete will save you some time, especially on mobile devices.

Click status button to toggle tasks and todos complete or incomplete

We will be following with a few tutorials in the next couple of days for some of the new features that have been added. We’ve packed some things into this version that are sure to streamline your office for you.

Enjoy!

Some of our power users have been running the beta for a few weeks and have had nothing but great feedback… we are totally excited to push it out the rest of the community shortly.

This will be a major UI update and since so many of you are using GoMatters on as many devices as you can get your hands on, we went with a major mobile redesign that is as exciting as anything we’ve ever done.

Hang in there, we promise it’s pushing soon. For the diehard bleeding edge users that didn’t get into the beta program, check your login page sometime this weekend for a sneak peak dev link.

Thanks for all your support and comments and we hope you love it as much we do!

GoMatters document and file sharing provides secure links for your GoMatters documents that you can then share with non-GoMatters users. That means no more emailing and or copying documents to clients, just generate a secure link and share it.

Document share links are secure and can be set to expire after a certain number of clicks or after an expiration date. You can set a link to expire after 1 click if you like or in 2 weeks time, it’s all up to you. The system is designed to be as flexible as you need to be. All clicks are logged and available for you to view from within your account.

Learn more about GoMatters document and file sharing:

• Document Storage
• Document Sharing
• How to share documents and files
• How to edit document and file shares
• How to disable document and file shares

Setting the default filter is a great way to thin out the Matters list or the initial load of Calendars for our users that have several office users on the system. You can further customize the item filters on a per user basis from each list by clicking the user icon and selecting the users you need.

To set default filters for your profile from your Profile page, click the Settings tab, click the Edit button and choose your settings, then click the Save Changes button to save the changes to your profile. The changes will take effect on the next page refresh.

Default filters are available for:

Calendars

Default calendar display

Matters

Default matters assigned display

Matter tasks

Default matter tasks assigned display

Matter events

Default matter events assigned display

Todos

Default todos assigned display

The calendar event note field is great for adding a short bit of supplemental information to calendar events like phone numbers for appointments or topics that need to be covered during a particular meeting. The calendar event note field is great to use for appointment scheduling to add a call back or reminder phone number. The note field syncs with all CalDAV clients like iPhone so if you stick a phone number in the note field you can one click dial the number from your iPhone calendar.

The calendar event note field is probably not where you want to store really long notes about an event, like complete meeting notes. Although you could store them in the event note field, there’s an entire “Notes” section for each Matter that can be used for storing more extensive notes.

Not at all. A great calendar app for lawyers that could be used on both iOS, Android and desktop systems was one of the driving forces behind the development of GoMatters and we lead the way as the premier cloud based calendar app designed by lawyers, specifically for lawyers.

CalDAV is a calendar protocol supported by iCal, iPhone, iPad and other iOS devices and allows you to manipulated your office calendars in the native calendaring applications for those devices. CalDAV support is one of the things that makes GoMatters the best calendar app for lawyers. GoMatters calendars can also be accessed through Android devices supporting CalDAV using one of the many CalDAV apps available on Google Play like Smooth Sync for Cloud Calendar.

You can view and edit your GoMatters calendar on any device that supports CalDAV. You don’t need to be logged into the GoMatters application to view your calendars that are being pulled by supported devices so the calendar can be used offline. Once you’re back online, your calendar will update with your main GoMatters calendar.

GoMatters also supports internet calendar subscription for clients who cannot access a calendar through a CalDAV enabled device. Internet subscription calendars allow a subscriber to view calendar events, but internet subscription calendars are read-only and events cannot be added or edited.

Accessing your GoMatters calendar in your favorite device’s native application makes it easy to get updates to your calendar while on the move. The next time your at court and need to know your available dates for the next trial date in a matter, just pull out your iPhone, open the calendar app and scan your entire office calendar in a second. The calendar is perfectly in sync with your main office calendar! All events added back at your office by your secretaries automatically update across all phone or tablet devices associated with your GoMatters account. Once you have that new trial date, add it on your phone and it shows up on the main calendar back at the office. Managing your law office calendar in the cloud will help you and staff keep everything in sync with less effort.

Learn more about How to sync calendars with CalDAV

Search for matters by contact name

Even the most competent attorney can forget a client name every once in a while. It’s a heck of a lot easier to remember a client’s name than it is to remember a client’s case number or matter number. You’re a lawyer, not a computer.

Searching for matters by contact name renders the matter number virtually useless. For lawyers, that’s a good thing.

Why does the matter number… no pun intended… matter? Lawyers are reactive in their matter/case numbering system. Whether the matter/case number be that of a court, insurance company or opposing counsel’s-mega-firm number, in most cases, lawyers are forced to reference an external matter number and unless you have a piece of paper in front of you with the number in black and white, to locate a file, you have to waste a few minutes to find out a (basically) worthless number. Waste that extra few minutes 5 times a day and you’re up to 15-20 minutes of wasted time every day. That’s an hour a week wasting time on a worthless number.

If you could look through every file in your office any way you could, would it be easier to find matter number 11-blah-blah-blah or would it be easier to find Mr. Johnson’s divorce file? How many times have you barked to a paralegal “Get me matter number 11-72889GV6!”? Isn’t it a lot easier to say “Get the Taylor matter.”?

To search for a matter in GoMatters using the client/contact name:

• Switch to the Contacts app using the app switcher button
• Search for the client by name and double click the contact record
• Click the Matters tab in the Contacts attributes panel
• Double click the contact matter to show the matter record

Switch to "Contacts" Panel

Once the “Contacts” panel has loaded, click the “Add” button in the top toolbar to open the “Add Contact” form. Complete the form with the new contact information and then click the “Submit” button to save the contact record.

How to Add a Contact - Complete the "Add contact" form

How to Add a Contact - New contact record

To add an image for the contact, hover over the default contact image and click the “Change” link to open the “Upload Contact Image” form.

How to Add a Contact - Upload contact image

Click the “Browse” button to browse to an image on your computer to use for the contact. After selecting the image from your computer, click the “Submit” button to upload the contact image.

How to Add a Contact - "Upload contact image" form

How to Add a Contact - Contact with image

Watch a video tutorial on contacts.