Categories

Categories keep your records consistent. You need the Update firm settings permission.

Document categories#

Firm settings → Document categories holds the kinds of documents your firm files, such as "Pleadings" or "Contracts". Mattersimple starts you with a set you can change. Pick them when editing a document.

Time and expense categories#

Firm settings → Time & expense categories holds two lists: categories for time (such as "Research" or "Court appearance") and for expenses (such as "Filing fees" or "Travel"). Pick them when logging time and expenses.

Disabling and deleting#

Click Add category to add one, or edit one to rename it. A Disabled category can't be picked any more, but records already using it keep it. A category that's in use can't be deleted: disable it instead.