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Back to CaseConnect
Back to CaseConnect
Getting Started
User Profile
Getting Started with CaseConnect
The Dashboard
Navigating CaseConnect
Matters
Viewing Your Matters
Creating a Matter
Matter Statuses
Draft Matters
The Matter Detail Page
Matter Parties
Conflict of Interest and AML Checks
Fee Share
Custom Fields
Editing a Matter
Closing a Matter
Archiving a Matter
Tips
Contacts
Contact Types
Viewing Contacts
Creating a Contact
Branches (Multiple Offices)
Sensitive Fields (Encrypted)
Addresses
Contact Notes
Tags
Next of Kin
Merging Duplicate Contacts
Financial Flags
Tips
Organisations and Employees
Tasks
The Task Dashboard
Matter Tasks
Creating a Task
Task Statuses
Due Date Types
Task Comments and Attachments
Task Dependencies
Task Templates
Reminders
Exporting Tasks
Tips
Critical Dates
Viewing Critical Dates
Adding a Critical Date
Critical Date Types
Completing a Critical Date
Alerts
Critical Date Templates
Tasks Linked to Critical Dates
Tips
Documents
Accessing Documents
Folder Structure
Creating a folder
Generated Documents
Uploading a Document
Document Details
Bulk Operations
Version History
Tagging Documents
Searching for Documents
Sharing Documents
PDF Bundles
Tips
Document Generation
How It Works
Generating a Document from a Matter
Document Generation Hub
Templates vs Precedents
The Template Library
The Precedent Library
Merge Fields
Viewing the Merge Field Directory
Creating a Firm Template
Generation History
Tips
Time Recording
Time Entry List
Creating a Time Entry
Using the Timer
Timer dashboard
Activity Codes
Fixed Fee Matters
Approvals
Billing Status
Duplicate Detection
Matter Time Recording Tab
Time Entry Expenses
Tips
Billing and Invoicing
Billing Dashboard
Invoice Lifecycle
Generating an Invoice
VAT
Approving an Invoice
Sending an Invoice
Recording a Payment
Payments and the VAT Split {#payments-and-the-vat-split}
Credit Notes
Invoice PDF
Public Invoice Access
Aging Report
Bulk Billing
Payment Reminders
Matter Billing Tab
Tips
Disbursements
Disbursement Workflow
Viewing Disbursements
Recording a Disbursement
Disbursement Categories
Attachments
Approval Workflow
Bulk Import
Including Disbursements on an Invoice
Recovery: Billed vs Collected vs Paid to Supplier
Disbursements on the Matter
Tips
Accounts
Account Types
Accessing Accounts
Transactions
Recording a Transaction
Payment Requests
Matter Account Tabs
Bank Reconciliation
Suspense Ledger
Compliance Alerts
Interest Management
VAT Reporting
Tips
Communications
Communication Types
Viewing Communications
Logging an Email
Logging a Phone Call
Logging a Meeting
Writing a File Note
Confidential and Privileged Communications
Billable Communications
Tags
Communication Timeline
Tips
Firm Settings
Settings Overview
Firm Profile
Practice Areas
Billing Settings
Fee Share Defaults {#fee-share-defaults}
Matter Reference Format
Matter Templates
Custom Fields
Document Folder Templates
Email Templates
VAT Settings
Microsoft 365 Connection
SharePoint Workspace Setup {#sharepoint-workspace-setup}
Tips
Users and Roles
User Roles
Viewing Users
Inviting a New User
Editing a User
Billing Grade
Deactivating a User
Matter Assignments and Permissions
Account Security
Audit Log
User Onboarding
Tips
Search
Global Search
Quick Search
Search Results Page
Searching Within a Matter
Matter Reference Search
Contact Search
Search Tips
Saved Searches
Search History
PDF Bundles
Creating a PDF Bundle
Bundle Status
Downloading a Bundle
Viewing Bundle History
Tips
Notifications
Viewing Notifications
Notification Types
Marking Notifications as Read
Notification Preferences
Tips
Template Authoring
The big idea: one template works for every matter
Templates vs Precedents — few vs many
How merge fields choose whose details to use
The full merge field list
Getting a template into CaseConnect
Organising your templates
Before you rely on a template — check these
Template Builder Guide
1. What a template is
2. The exact syntax — read this twice
3. The complete merge field list
4. Building a letterhead template — worked example
5. Checklist before you hand a template over
6. If a field prints literally in the output
Reports
How to read every report on this page
VAT on Receipts
Disbursement Recovery
Income Received
Fee-Earner Income
Income by Referrer
My Income
Fee Share
Tips
Powered by
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Overview
Time Recording
Timer dashboard
Timer dashboard
Go to
Time Recording → Timers
to see all your active and recent timers.
Last updated September 14, 2026
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