...
First, you have to add Corporate Matters to your database. You do that through the 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
- Client Name
In 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.
...
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.
...
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, you can outsource this matter to external Legal Practitioners, and mention the contributors working on the matter if any.
In addition, take note of all the noteworthy updates related to this Mattermatter. You can also log emails with attachments as 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.
And keep track of all the matter-related bills as well.
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, and you . You can also adjust the users' rates, matter rate, capping, and partners’ percentage, and the billing preferences of this Corporate Matter from the Settings tab.
...
