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  • How to Manage Corporate Matters




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For efficient collaboration you can outsource this matter to external Legal Practitioners and If there is anyone else working on this Matter you can mention them in related contributors, select Company or Contact, and search for their name.

Additionally, use notes to keep a track of all the noteworthy updates related to this Matter. You can always use App4Legal add-on ons for outlook and Gmail to log emails with attachments as Matters Matter Notes You can also set tasks to a matter and access them from the related tasks tab or from the Tasks Moduleon the fly.


Assign tasks to your team From the related tasks tab. It includes all the tasks associated with the matter. This tab includes task details such as task type, workflow status, effort and so on.

Set reminders using the reminders tab which includes all the reminders associated with the matter. Furthermore, manage documentation related to the matter using the Related Documents tab. These documents can be contracts, meeting notes and so on.

Record Expenses and time logs for this matter from the Expenses and Time logs Tabs, this way you can decide what to invoice your client at later stages.


Last but not least, you can link a matter to an existing Matter in App4legal . Moreover, you can manage reminders related to a specific matter through the Reminders Tab and record expenses and time logs related to the matter through the Expenses and Time log tabs. You and you can use the Settings Tab to Change the users rates, matter rate, capping and partners percentage of this particular matter.

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