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  • How to Manage Corporate Matters




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

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Under "General Info" you can add details or update existing onesinformation.
Also, you can create Custom Fields to capture any additional information that we don’t already have a field for.
Simply click on the + sign, then add a name for your new custom field and a type.

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

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Last but not least, you can link a matter Matter to an existing Matter in App4legal, and you can use the Settings Tab to Change change the users rates , and matter rate, capping and even to cap partners' percentage of this particular matter.

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