Awesome Configure Matters

• Matter Client Positions
• Matters Success Probabilities
• Matter Company Roles
• Matter Contact Roles
• Matter Container Statuses
• Stages
• Area of Practice & Due Dates
• Matter Assignment
• Custom Fields
• Matter Value Tiers
• Manage Workflows
• Event Types

• Matter Client Positions

This is where the Matter Client Positions are defaulted. Matter Client Positions appear in the Litigation Matter form.

Matter Client Positions can also be added on the fly directly from the Litigation Case form.

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• Matters Success Probabilities

This is where the Matter Success Probabilities are defaulted.  Matter Success Probability appears in the Litigation case form.

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• Matter Company Roles

These Values are common for both Litigation and Corporate Matters. Matter Company Roles can be managed in the Settings. These Values appear in the Matter form under Companies section.

Matter Company Roles can also be added on the fly directly from the Matter form.

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• Matter Contact Roles

These Values are common for both Litigation and Corporate Matters. Matter Contact Roles can be managed in the Settings . These Values appear in the Matter form under Contacts section.

 Matter Contact Roles can also be added on the fly directly from the Matter form.

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• Matter Container Statuses

Statuses of the Matter Container can be managed from the Settings. These Values appear in the Matter Container form.

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• Stages

These Values are not common in Litigation and Legal Matters. Matter Stages can be managed in the Settings and specified for one or both Case Categories. These Values appear in the Matter form.

Matter Stages can also be added on the fly directly from the Matter form.

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• Area of Practice & Due Dates

Area of practices can be managed in the Settings . These Values appear in the Matter form. In the edit of the Area of practices entry, there is a box to choose to which Matter Category this Stage belongs(Corporate matter or litigation case). Also, the Due in (number of days) can be inserted. The  Due in (number of days) is the number of days that are added to the Matter Arrival Date to specify the Due Date of the matter.

Area of practices can also be added on the fly directly from the Matter form.

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• Matter Assignment 

Visit Configure Matter Assignment page.

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• Custom Fields

Every matter form allows user to add additional fields. Custom Fields are defaulted in the Settings. They can also be inserted in 3 languages.

Custom Fields can be removed and set depending on client's need. There are different types on custom fields that can be set, single text, textbox, date, date and time, list, company, contact and user.

To set a custom field on a matter, follow the below steps: 

1. Go to Settings(If you do not have permission, you will need to contact the administrator of your App4Legal) 
2. Under the Matter box, click on Custom Fields
3. You are taken to a page. On the top of this page, click on Add Custom Field
4. Choose the type of the custom and give it a name
5. You can click on more fields and translate this field as well 

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• Matter Value Tiers

Configure Values the Matter Value Tiers of the report can be done from the Settings. The report allows up to 6 tiers having the maximum of the previous Tier less than the minimum of the next Tier.

For more information about the Report, visit the Generate Reports page.

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• Manage Workflows

  Visit the Workflow page.

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• SLA Management

  
  This section will only appear if the SLA feature is allowed in the System Value under System Preferences in the Settings.

SLAs are only available when the SLA feature is enabled in the Setup & Configuration in the Settings under System Values.

• List SLAs: From the Settings, SLA management will display the SLAs available in the form of a list.
• Add SLA: can be done from the top screen using the Add SLA hyperlink.

The SLA form has many important fields:

• Name of the SLA
• Target: In week, days or hours.
• Start: The Start Status when the SLA counter begins.
• Pause: The SLA pauses at a certain Status (optional)
• Stop: The SLA counter stops when the Case reaches this Status.

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• Event Types

Click on Event Types under Matters than Click on Add

Add the Event Types of your preference and Save them

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