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Additionally, use notes to keep a track of all the noteworthy updates related to this Matter. You can always use App4Legal add-ons for outlook and Gmail to log emails with attachments as Matter Notes on the fly.
Assign tasks to your team from the Tasks tab. It includes all the tasks associated with the matter at hand. This tab includes task details such as task type, workflow status, effort, and so on.
Moreover, set reminders using the Reminders tab which includes all the reminders associated with the matter. Furthermore, manage documentation related to the matter using the Documents attachments tab. These documents attachments can be contracts, meeting notes, and so on.
A new feature has been added, which allows you to send and receive emails directly from a matter. In this way, all emails related to the matter are kept in one place.
A new tab has been added also to access all the bills related to the matter.
Record Expenses and time logs for this matter from the Expenses and Time logs Tabs, this way you can decide what to invoice your client at later stages.
Last but by not least, you You can link a Matter to an existing Matter in App4legal, and you can use the Settings Tab to change details, such as the users' rates, matter rate, capping, and partners percentage of this Corporate Matter.
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