A matter is a detailed description of a contact's problem, or question and tracks to solve the problem or issue. You can also create and submit new matters. In addition, you can see cases assigned to court and which type of matter is, with dates and status of matter.
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.
Matters Tab
Clicking the Matters Tab brings you to the 'Matters tab home page'.
The Accounts tab displays a home page that lets you quickly create and locate all types of accounts.
Matter List View
You can also sort and filter your accounts using standard and custom list views. To show a filtered list of items, select a predefined list from the View drop-down list and click GO to open that list
- Click Create New View to define your own custom view.
- To edit any view you created, place a checkmark next to one or more matter records in the list and Click Edit.
- To delete any view you created, place a checkmark next to one or more matter records in the list and Click Delete.
- Click Refresh to Update to the most current List View after changes to Matter records
Placing a checkmark in the top checkbox selects ALL records.
- Click New Matter to create a new matter record.
- Place a checkmark next to one or more matter records in the list and Click Change Owner to change the owner for those matters.
- Place a checkmark next to one or more matter records in the list and Click Mass Update to update those matters.
- Place a checkmark next to one or more matter records in the list and Click Batch Invoice to create an invoice for those matters.
Placing a checkmark in the top checkbox selects ALL records.