The Account record allows your firm to collect information about the companies your firm does business and interacts with. The Account record is supported by other records (matters, contacts, activities, etc.) that collectively give your firm a 360° view of your clients. From this vantage point, you can easily view from the top, and if you need to, you can easily drill into the details.  

In Advologix, all Matters must be assigned to an Account. In essence, the Account record as it pertains to a Matter, is synonymous with the Client. All financial balances are rolled up to both the Matter and Account levels.

Contacts are a core component of a good Case Management system. Thanks to the Force.com platform, AdvologixPM has the best in class platform to build our legal contact management system.  

Contacts may optionally be assigned to an Account which provides relevant business hierarchy for Contacts within organizations. Contacts are very critical for profiling Matter relationships such as co-counsel, opposition, insurance reps, and so on. Go there now...

When your prerequisites have been satisfied (Staff, Accounts, Contacts, Courts, Teams) your firm is ready to import or begin entering your Matters or Cases. Matters (or legal cases) are the central data element in AdvologixPM. Matters are directly associated with an Account and must be assigned to an Account. This allows all accounting and time analytics to be tracked at both the Matter and Account levels.  

Matter Prerequisites: Matters require specific lookup values to be present in the database before you should begin entering data on the Matter form. These lookup values include Contacts, Courts (or Jurisdictions) and Legal Teams. If your firm does not use these lookup elements there is no requirement to enter this information prior to continuing.