Objectives
- Insert a Corporate Matter in the data base
- Correct/Revise/Update data related to an existing Matter
- Capture and manage a corporate matter’s details
Environment
- Corporate Matter Module
Additional Information
The Corporate Matter Module also allows you to
- Add a new Corporate Matter
- Capture & Manage Matter Details (Custom Fields, Outsourcing to Lawyer, Related Contributors)
- Link a task to a matter
- Capture & Manage reminders
- Create, Manage the Folder structure and Upload Documents
- Capture & Manage expenses
- Capture & Manage time logs
- Link a matter to other matter
- Manage User Rates per hour & Matter rate
Procedure
In this document (video) we will cover the Corporate Matters Database - from capturing important matter information, documents, relate task to matter, reminder and relate matter to other matters.
In App4Legal you can easily manage your Matters. First you have to add Matters to your database. You do that through the quick add button located in the main menu.
There are 3 required fields:
- Name
- Practice Area
- 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 can now manage all related information.
You can start by using the advanced filters that will help you search for corporate matter based on criteria of your selection. For example, you can search for corporate matters by practice area.
You can click on the Matter’s name or ID to open its page and edit or capture more information. You can capture information related to general information, related documents and so on.
You can also relate tasks to matter and access them from the related tasks tab or from the Tasks Module.
Last but not least, you can link a matter to an existing Matter in App4legal.Moreover, you can manage reminders related to a specific matter through the Reminders Tab and record expenses and time logs related to the matter through the Expenses and Time log tabs.
This page has no comments.