Child pages
  • How to Manage Corporate Matters




Versions Compared

Key

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

...

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, Time Logs, and much more.

Under the "General info Info" you can Add add details or update existing ones. Moreover
Also, you can always use create Custom Fields If there’s to capture any additional information you wish to capture and that we don’t already have a field for it, you can create a Custom Field, give it a name .
Simply click on the + sign, then add a name for your new custom field and a type.

For efficient collaboration you can outsource this matter to external Legal Practitioners, and If if there is anyone else working on this Matter you can mention them in related contributorsRelated Contributors.

Additionally, use notes to keep a track of all the noteworthy updates related to this Matter. You can always use App4Legal add-ons for outlook and Gmail to log emails with attachments as Matter Notes on the fly.

...