...
In this document (video) we will cover the Corporate Matters Database - from capturing how to capture important Matter information , and documents, how to relate tasks to a matter, how to set reminders and so on.
This will help you organize and manage legal matters.
...
There are 3 required fields:
- Name: Name of the matter - Give this matter a name - The best practice is to enter information that will make this Matter easier to search for and find later on.
- Practice Area: A customizable drop-down list to define the related area of practice for this Matter
- Arrival Date: The Arrival date is when this matter reached your office, by default, it takes the current date.
...
Other fields are optional; however, you can it's always better to fill out these fields to make it easier to generate reports at a later stage.
Optional fields include the description, client name, requested by, assignee, and so on.
Once you’ve added your Matter, You will b be redirected to the corporate Matters Grid.
...
You can start by using the advanced filters that will help you search for corporate matter based on the 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 manage General information, Tasks, Reminders, related documents, expenses and time logs and so on, Related Documents, Expenses, Time Logs, and much more.
Under the General info you can Add details or update existing ones. Moreover, you can always use Custom Fields If there’s any additional information you wish to capture and we don’t have a field for it, you can create a Custom Field, give it a name and a type.
...
