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- Insert a Corporate Matter in the data base
- Correct/Revise/Update data related to an existing Matter
- Capture and manage a corporate matter’s Corporate Matter’s details
Environment
- Corporate Matter Module
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- Add a new Corporate Matter
- Capture & Manage Matter Details (Custom Fields, Outsourcing to Lawyer, Related Contributors)
- Link a task to a matter
- Capture & Manage reminders
- Create, Manage the Folder structure and Upload Documents
- Capture & Manage expenses
- Capture & Manage time logs
- Link a matter to other matter
- Manage User Rates per hour & Matter rate
Procedure
In this document ( video ) we will cover the Corporate Matters Database - how to capture important Matter information and documents, how to relate tasks to a matter, how to set reminders and so on.
This will in a way to help you organize and manage legal matters.
In App4Legal you can efficiently manage your Corporate Matters. First you have to add a Corporate Matters to your database. You do that through the quick add button located in the main menu.
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There are 3 required fields:
- Name: Give this matter a name - The best practice is to enter information that will make this Corporate Matter easier to search 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.
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Once you’ve added your Matter, You will be redirected to the corporate Corporate Matters Grid.
You can start by using the advanced filters that will help you search for a specific corporate matter Corporate Matter based on the criteria of your selection. For example, you can search for corporate matters 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 such as General information, Tasks, Reminders, Related Documents, Expenses, Time Logs, and much more.
Under "the General Info " Tab you can add details or update existing information.
Also, you can create Custom Fields to capture any additional information that we don’t already have a field for.
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 there is anyone else working on this Matter you can mention them in Related Contributors.
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Assign tasks to your team 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.
Set Moreover, set reminders using the reminders tab which includes all the reminders associated with the matter. Furthermore, manage documentation documentations related to the matter using the Related Documents tab. These documents can be contracts, meeting notes and so on.
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Last but not least, you can link a Matter to an existing Matter in App4legal, and you can use the Settings Tab to change details, such as the users rates, matter rate, capping, and partners percentage of this Litigation case. Corporate Matter.
