The Matter365, QuickBooks and Gravity Legal Integration

In this recorded demo, we cover how to use Matter365 integrated with Gravity Legal and QuickBooks to accept and account for electronic payments, both trust and operating. For a high-level overview and video, see this page

Topics Include:

  • Setting up the Gravity Legal/Matter365/QuickBooks integration
  • Account mapping
  • Accepting electronic payments on QuickBooks invoices
  • Syncing QuickBooks customers with Gravity Legal
  • Sending trust requests through Matter365

 

For a demo or training session personalized to your firm, schedule a time at the link below. 

Schedule Demo

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