Objectives
- Insert a Corporate Matter in the data baseCorrect/Revise/Update data related to an existing Matternew Corporate Matter
- Seach for Matters and Filter the Grid
- Capture and manage a corporate matter’s Corporate Matter’s details
Environment
- Corporate Matter Module
Additional Information
The Corporate Matter Module also allows you to
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Steps
In LEXZUR you can efficiently manage Corporate Matters at every stage in a smart and agile central software workspace, where users can collaborate with internal and external stakeholders, keep track of legal deadlines, automate reminders, and sent as emails or notifications.
First, you have to add Corporate
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Procedure
In this document (video) we will cover the Corporate Matters Database - from capturing important matter information, documents, relate task to matter, reminder and relate matter to other matters.
In App4Legal you can easily manage your Matters. First you have to add Matters to your database. You do that through the quick add Create button located in the main navigation menu.
There are 3 required fieldssome fields that need to be filled out, such as the:
- Matter Name
- Practice Area
- Arrival Date
The Arrival date is when this matter reached your office, by default, it takes the current date.
Other fields are optional; however, you can fill out these fields to make it easier to 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 now manage all related information.
- Client Name
In addition to some information such as due date, assignee user, matter rate, or custom fields.
You can now track and manage all your corporate matters from one grid. From the Matters tab choose Corporate Matters.
Start by using the advanced filters to search for a specific Corporate Matter based on your chosen criteria. Open the "All Filters" section and select the necessary criteria.
You can start by using the advanced filters that will help you search for corporate matter based on criteria of your selection. For example, you can search for corporate matters Corporate Matters by practice area, assignee, client name, and more.
You can also save filters from the grid as a new matter list page and clear filters with a single click.
There are three filters available for direct use on the grid: matter ID, name, or practice area, enabling you to quickly find matters.
Saved filters will be added to the drop-down list, allowing you to easily select the matter list you wish to view.
In the top right corner of the page, you can export your results to an Excel sheet. You can also manage filters, add new matters, and use tools to archive and change assignees.
Now, to go further with additional modifications, You can click on the Matter’s name or ID to open its page and edit or capture more information. You can capture information related to general information, related documents and so on..
The General Info Tab allows you to add details or modify existing information, update workflow statuses, and record any important developments or updates.
For efficient collaboration, you can outsource this matter to external Legal Practitioners, and mention the contributors working on the matter if any.
In addition, take note of all the noteworthy updates related to this matter. You can also log emails with attachments as matter notes using Outlook or Gmail Connect.
Assign tasks and set reminders to your team when several people are working in parallel on the same matter. You can then track all the associated tasks and reminders within the current matter, along with all their details.
Furthermore, you can send your matter updates by email and track all the related email conversations.
The Attachments Tab lets you organize folder structures and upload and manage documents related to this matter.
In addition, record expenses and time logs, so you can determine what to invoice later.
Moreover, you can check all the invoices related to this matter from the Invoices tab.
You can also relate tasks to matter and access them from the related tasks tab or from the Tasks Module.
Last but not least, you can link a matter Matter to an existing Matter or Contract in App4legal.Moreover, you can manage reminders related to a specific matter through the Reminders Tab and record expenses and time logs related to the matter through the Expenses and Time log tabs.LEXZUR. You can also adjust the users' rates, matter rate, capping, partners’ percentage, and the billing preferences of this Corporate Matter from the Settings tab.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
