Objectives:
- Configure matter tabs appearance based on practice areas
Steps:
Users can customize matter tabs for each practice area and configure them separately for corporate matters or litigation cases. Tailor your workspace by displaying only the relevant tabs and organizing them to suit your workflow.
To configure tabs:
- Open System Settings and navigate to the Matters → Tabs Configuration.
- Here, configurations are divided into Corporate Matters and Litigation Cases. You can edit or delete any existing configuration from this page.
- To create a new configuration, click the Configure Tabs link at the top.
- Specify whether the configuration will apply to Corporate Matters or Litigation Cases.
- Select the relevant Practice Areas for the configuration.
- On the right, you’ll find a list of all available tabs, including custom pages. Click the eye icon to show or hide specific tabs as needed.
Changes will be applied immediately, allowing you to streamline your workspace to match your practice area and workflow requirements.
For more information on LEXZUR, reach out to us at help@lexzur.com
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