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In App4Legal you can efficiently manage your Corporate Matters. First, you have to add a Corporate Matters to your database. You do that through the quick add button located in the main menu.

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Under the General Info Tab, you can add details or update existing information. Also, you can create Custom Fields to capture any additional information that we don’t already have a field for.

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Assign tasks to your team from the related 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 documentations documentation related to the matter using the Related Documents tab. These documents can be contracts, meeting notes, and so on.

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.

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Last but not least, 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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