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.
Navigate to the Matter Tab
Add a New Matter
Click New Matter to add a matter
Add Matter Details
- Add General Information for your new Matter.
- Add Description Information for your new Matter.
- Add Matter Details for your new Matter.
- Click SAVE to save your New Matter information in the Advologix system.
- Optionally, select Save & New to go directly to a NEW blank matter form to add another new Matter.