video1.0<iframe src="https://www.loom.com/embed/3ac2b99f0068424fabe072636e55c7d8" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/3ac2b99f0068424fabe072636e55c7d8-45e198fb8a84fdac.gif228.79Hello, this is Mike Lederbach. In this video, I discuss how to organize matters within Estate Bookkeeper, including how to create new matters. I explain our naming conventions and the flexibility of our tagging system, which includes attorney initials and matter types. I also demonstrate how to filter matters by tags and colors. Please consider how you might implement these organizational strategies in your own practice.