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  • How to Manage Matter Workflows




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Objectives

  • Change the Default Corporate Matter Status

Steps

In App4Legal, you can change the default corporate matter status. 

You can do this from the Settings page by heading to the avatar on the top right of the screen.


In the Matters section choose: Manage workflows


You will find the default workflow statuses, click on Workflow statuses

You will be able to edit or delete an existing workflow status. Moreover, Click add, and you will be able to add a workflow that will later appear in corporate matters.


For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!

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