Getting Started with your MONE$Q Plus Account

Overview

After signing up, the following steps will walk you through getting started with your MONE$Q Plus Account.

Step 1:

Link Trust Account

If you are linking a Trust account, click on the yellow 'Link' button at the top of the browser window to complete your setup or choose 'skip this step'. See the article Setting up a trust account for more information.

Step 2:

Create Team Members

1. Go to Settings on the left side navigation bar 

2. Click on the ‘Team members’ tab

3. Click the white plus sign + (top left side) to add a team member 

4. Enter the team member’s name and email address

5. Enter the team member’s role 

6. Click ‘Send invitation’

Step 3:

Create Contacts

1. Click on the add new button '+ New' (top left corner) 

2. Choose ‘Contact’ to create a new contact

Or 

1. From the ‘Contacts’ section on the left navigation bar

2. Click on the white plus + sign (top left side)

3. Choose 'Individual'

4. Enter individual contact information

Or 

1. From the ‘Contacts’ section on the left navigation bar

2. Click on the white plus + sign (top left side)

3. Choose ‘Import contacts via vCard’

4. Drag and drop vCard files or select vCard files from your computer 

5. Click the ‘Import contact’ button

Step 4:

Create Matters

1. Click on 'Matters' on the left navigation bar

2. Click on the white plus + sign (top left side)

3. Select a contact that is associated with the matter 

4. Enter the matter name, date opened, as well as an optional matter number and optional statute of limitations

5. Choose whether or not the matter is billable

6. Assign a team member to the matter, their role, and their hourly rate.

7. Click the green '+' sign to add another team member 

8. Add any optional internal notes about this matter 

9. Add any optional internal files 

10. Click 'Create matter’ 

Or 

1. Click on the add new button '+ New' (top left corner)

2. Choose ‘Matter' to create a new matter

3. Select a contact that is associated with the matter 

4. Enter the matter name, date opened, as well as an optional matter number and optional statute of limitations

5. Choose whether or not the matter is billable

6. Assign a team member to the matter, their role, and their hourly rate.

7. Click the green + sign to add another team member 

8. Add any optional internal notes about this matter 

9. Add any optional internal files 

10. Click 'Create matter’ 

View additional articles to learn how to; 

• Set up your personal profile
• Set up your firm profile
• Add and Track Time
• Enter Flat Fees
• Generate Invoices
• Receive Payments
• Issue Refunds
• Use eSignature
• Use Reporting Tools
• Manage Expenses