Child pages
  • How to Manage Corporate Matters




Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Once you’ve added your Matter, you can now manage all related information.You will b redirected to the corporate Matters Grid.


Image Added


You can start by using the advanced filters that will help you search for corporate matter based on criteria of your selection. For example, you can search for corporate matters by practice area.

...

You can click on the Matter’s name or ID to open its page and edit or capture more information. You can capture information related to manage general information, related documents and so on.

You can also relate set tasks to a matter and access them from the related tasks tab or from the Tasks Module.

...