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First, you have to add Corporate Matters to your database. You do that through the New Create button in the navigation menu.
There are some fields that need to be filled out such as the matter name, practice area, arrival date, and client name, in addition to some information such as due date, assignee user, matter rate, or custom fields.
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You can now track and manage all your corporate matters from one grid. From the Matters tab choose Corporate Matters.
Start by using the advanced filters that will help you search for a specific Corporate Matter based on the criteria of your selection. For example, you can search for Corporate Matters by practice area, Assignee, Client name, and so on.
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