Answer
Mar 29, 2018 - 09:23 AM
A portfolio is a group of Matters that are all under the same alternative fee arrangement. You can create a portfolio of Matters by editing the firm profile under the Users button > Firms tab.
ALTERNATIVE FEE ARRANGEMENTS: What is a portfolio in the context of a fee arrangement based on a firm?
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Open Mar 29, 2018 - 09:23 AM
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