Clicking on the Matters tab displays the Matters home page. 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
Click the Matters Tab.
Choosing A Matter List View
- Select a Matters view from drop-down, to navigate to the different Matters List Views.
- Alternately, choose New Matter
- Alternately, choose Change Owner
- Alternately, choose Mass Update
- Alternately, choose Batch Invoice
Matter Related List Links
- Hover over the links at the top of a detail page to display the corresponding related list and its records.
- An interactive overlay allows you to quickly view and manage the related list items.
- Click a hover link to jump to the content of the related list.
- Hover over any lookup field on the detail page to view key information about a record before clicking into that record's detail page.
- To directly add new items, click New (or the equivalent button) at the top of a related list. For example, to add a task to the Open Activities related list, click New Task
- To change the number of records shown for related lists, click View More below a related list, or click fewer or more at the bottom of the page.
Matter Detail Page
Matter Edit Page
