Objectives
- Insert a Corporate Matter in the data basedatabase
- Correct/Revise/Update data related to an existing Matter
- Capture and manage a corporate matter’s Corporate Matter’s details
Environment
- Corporate Matter Module
Additional Information
The Corporate Matter Module also allows you to
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Steps
In LEXZUR you can efficiently manage Corporate Matters at every stage in a smart and agile central software workspace, where users can collaborate with internal and external stakeholders, keep track of legal deadlines and automate reminders sent as emails or notifications.
First, you have to add Corporate
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Procedure
In this document (video) we will cover the Corporate Matters Database - from capturing important Matter information, documents, relate tasks to matter, set reminders and so on. This will help you organize and manage legal matters.
In App4Legal you can efficiently manage your Matters. First you have to add Matters to your database. You do that through the quick add Create button located in the main navigation menu.
There are 3 required fieldssome fields that need to be filled out, such as the:
- Name: Name of the matter - best practice is to enter information that will make this Matter easier to search for later on.
- Practice Area: A customizable drop-down list to define the related area of practice for this Matter
- Arrival Date:The Arrival date is when this matter reached your office, by default, it takes the current date.
Other fields are optional; however, you can fill out these fields to make it easier to generate reports at a later stage. Optional fields include the description, client name, requested by, assignee and so on.
Once you’ve added your Matter, You will b redirected to the corporate Matters Grid.
- Matter Name
- Practice Area
- Arrival Date
- Client Name
In addition to some information such as due date, assignee user, matter rate, or custom fields.
You can now track and manage all your corporate matters from one grid. From the Matters tab choose Corporate Matters.
Start You can start by using the advanced filters that will help you search for corporate matter a specific Corporate Matter based on the criteria of your selection.
For example, you can search for corporate matters Corporate Matters by practice area, Assignee, Client name, and so on.
Also, you can save these filters for later use, and export the results to a spreadsheet for reporting.
Now, to go further with additional modifications, You can click on the Matter’s name or ID to open its page and edit or capture more information. You can manage General information, Tasks, Reminders, related documents, expenses and time logs and so on.
Under the General info you can Add details or update existing ones. Moreover, you can always use Custom Fields If there’s any additional information you wish to capture and we don’t have a field for it, you can create a Custom Field, give it a name and a type.
The General Info Tab allows you to add details or modify existing information, update workflow statuses, and record any important developments or updates.
For efficient collaboration, For efficient collaboration you can outsource this matter to external Legal Practitioners and If there is anyone else working on this Matter you can mention them in related contributors, select Company or Contact, and search for their name., and mention the contributors working on the matter if any.
In addition, take note Additionally, use notes to keep a track of all the noteworthy updates related to this Mattermatter. You can always use App4Legal add-on for outlook and Gmail to also log emails with attachments as Matters Notes
You can also set tasks to a matter and access them from the related tasks tab or from the Tasks Module.
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matter notes using Outlook or Gmail Connect.
Assign tasks and set reminders to your team when several people are working in parallel on the same matter. You can then track all the associated tasks and reminders within the current matter, along with all their details.
Furthermore, you can send your matter updates by email and track all the related email conversations.
The Attachments Tab lets you organize folder structures and upload and manage documents related to this matter.
In addition, record expenses and time logs, so you can determine what to invoice later.
Moreover, you can check all the invoices related to this matter from the Invoices tab.
Last but not least, you can link a Matter to an existing Matter or Contract in LEXZUR. You can also adjust the users' rates, matter rate, capping, partners’ percentage, and the billing preferences of this Corporate Matter from the Settings tab.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
