Objectives:
- Add Corporate Matter
- Manage and capture matter details
Steps:
In the App4Legal Mobile application, you can efficiently manage your Corporate Matters.
First, you have to add Corporate Matters to your database. You do that through the quick + button located in the lower right of the main page.
There are 3 mandatory fields:
- 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.
Other fields are optional; however, it's always better to fill out these fields to better 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 can check it by clicking on the Corporate Matters button on the main page.
You can start by using the 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 client name.
You can click on the Matter’s block to open its page and edit or capture more information, such as the matter details and related documents.
From the icons beside each matter, you can log time entries, change the workflow status, add tasks and reminders, and much more.
Through the + button in each corporate matter, you can create new folders and add attachments related to this corporate matter.
Through the 3 points located at the top right of the screen, you have the ability to add tasks, reminders, notes, record expenses, time logs to your matter, and much more.
Additionally, the Documents page lets you manage the related folders and documents.
Via the plus button, you can create folders or add attachments.
The 3 dots options next to each folder/file enable you to add more attachments, create folders, and rename or delete.
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
Thank you!
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List/View Legal Matters
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Choose Cases from the sliding menu, then choose Legal Matter List/View all the available Matters in the form of a scrollable list.
The list/view is in the form of Cards. Every Legal Matter has its ID, Type, Priority, Initial of the Assignee, Subject, Status and Arrival Date.
Add a Legal Matter
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- The plus sign next to the Cases section in the sliding menu.
The Legal Matter Add form will automatically open.
Users are free to choose all the important fields that need to be tracked by choosing Additional fields.
Select Case File/Ref # and Case Stage for instance, they appear directly in the form.
For look up fields, the mobile app will allow the user to search for Contacts and Companies that already exist in the database ex. Client field.
Once the result is found, all the user has to do is click on the appropriate search result and it will be automatically included. Text fields will prompt the keyboard to allow the user to insert text ex. Subject.
For selection fields, the user can click on any field and a pop-up will open for the user to choose ex. Case Type. Also, users have the ability to search among the options.
View a Legal Matter
Once the user clicks on the Legal Matter from the list, a view page appears that has all the data inserted by the user.
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Edit a Legal Matter
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Click on the edit icon on the top right of the screen to edit a Legal Matter. In case the user just viewed the Case, navigation away back to the grid can be done through the back button on the top left of the screen.
Search for a Legal Matter
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