A matter and all its details are captured by and after adding the matter into the system. The system is designed to capture all essential details such as the title, matter type, client information, priority, and key dates.
Once a matter is created, it’s stored in the system where it’s then entirely managed. The menu on the side has a list of operations related to the matter and are used to manage the matter as follows:
- General Info- it has the all general information about the matter. Key dates, parties involved, privacy, notes, history, related contributors are all captured and managed from here
- Tasks- used to add and manage tasks to the matter
- Reminder- used to add and manage reminders to a matter.
- Related Advisor Tasks- where related advisors have their tasks posted
- Documents- used to attach and store documents related to the matter into the system
- Expenses- used to capture and store costs and expenses related to the matter
- Time Logs- has the log in trails of the matter
- Settings- where the settings for the matter are done. User rates, matter rates, capping and partners percentages are set from here
The user can transition the status of the matter using the automated workflows available. Click Save button to changes made.
The Action button has a list of operations where the user can export the matter, archive, delete or even convert it.
