Objective
- Capture & Manage Matter details
Steps
Steps
Adding a matter to the Corporate Matters module is a simple process that can be completed in a few steps.
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Once you have added the After adding a matter, it will be accessible from the grid in the Corporate Matter module.
You can To access a matter by clicking , click on it’s its name or ID in the grid. This will open the matter's profile, which is divided into multiple sections.
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the middle of the screen, you have multiple sections to capture Here you can capture all the information related to the Matter:
- Matter Details: Main Matter details entered on the add screen
- Important Development: This is a field you can use to keep track of the latest updates on the Matter, with the option to include a timestamp of the development.
- 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.
- External Advisors : If you want outsource your Corporate matter to external Legal Practitioners you can mention them here, enter the company name and the external advisor name.
- Related Contributors: If there is anyone else working on this Matter you can mention them here, select the contact name.
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matter, such as the matter's description, client, related people, dates information, etc...
On this screen, you can effortlessly modify any general information by directly editing the fields. You can easily update workflow statuses to align with your matter process. Assigning the matter to a specific user, setting privacy preferences, and recording important developments or updates are all straightforward tasks. You also have the option to add a timestamp for easy reference.
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Learn more about managing matters workflow here. |
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Additionally, Custom Fields offer a way to include additional information when no predefined fields are available. They allow you to customize and add specific data points that are relevant to your needs or unique requirements.
From the matter's page, fill out your custom fields that have been defined previously.
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Learn more about how to create custom fields here. |
For efficient collaboration, you can outsource this matter to external Legal Practitioners, and mention the contributors working on the matter if any.
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Learn more about how to outsource your matters and communicate with advisors on matters here. |
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Use the Notes section, to record all noteworthy updates on matters. You can record important information, including updates, by mentioning your team members to keep them informed.
Additionally, you can attach related documents directly within the internal notes.
Alternatively, you can save copies of relevant emails as notes using Outlook or Gmail Connect. This ensures comprehensive and centralized documentation of matter-related communications and updates.
In the end, you have the History section designed to monitor and record the modifications made to the primary fields of the Matter, including details about who made the changes and the corresponding timestamps and the matter stages details as well
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For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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