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Matter Management Q&A

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LIBRARY: How do I add documents to matters from the Library? View answer

Matter Upload, Matter Management

MATTERS: How can I edit a document from a matter? View answer

Documents, Matter Management

ACCRUALS: What is the difference for Accruals between “Save” and “Save & Approve”? View answer

Accruals, Matter Management

MATTER MANAGEMENT: How do I delete a Status Report? View answer

Matter Management

MATTER MANAGEMENT: How do I reopen a closed Matter? View answer

Matter Management

MATTER MANAGEMENT: How do I set Pre-configured Task Code Alerts? View answer

Matter Management

LAW FIRM/VENDOR: How do I use Firm Matter Data Upload?

Invoices, Matter Management

MATTER MANAGEMENT: Where can I set task code alerts within a matter? View answer

Matter Management

MATTER MANAGEMENT: Where can I find the pre-configured task code alerts in the System Setup menu? View answer

Matter Management

MATTER MANAGEMENT: What are task code alerts? View answer

Invoice Audits, Matter Management

REPORTS: What the difference between Matter ID and Matter Tracker ID? View answer

Reports, Matter Management, Matter Upload

TEMPLATES: How do I add a matter type template? View answer

Matter Management, Templates

INVOICE APPROVAL: Why am I being asked to complete an outside counsel evaluation during invoice approval? View answer

Invoice Approval, Matter Management

MATTER MANAGEMENT: Can set outside counsel requirements on the matter level? View answer

Templates, Matter Management

MATTER MANAGEMENT: How do I turn off or disable Outside Counsel Evaluations? View answer

Matter Management, Templates, Invoice Approval

Matter Management: What is the purpose of outside counsel evaluations? View answer

Matter Management, Firms, Reports, Invoice Approval

MATTER GROUPS: Why can't I close a matter group? View answer

Matter Management

MATTER GROUP: Why Can't I Delete a Matter Group? View answer

Matter Management

TEMPLATES: Can conditional fields be used on existing matters? View answer

Templates, Matter Creation, Matter Management

TEMPLATES: Can conditional fields be used when matters are created via Matter Upload? View answer

Templates, Matter Creation, Matter Management

TEMPLATES: What is the purpose of conditional fields? View answer

Templates, Matter Creation, Matter Management

TEMPLATES: How do I use conditional fields on a templates? View answer

Templates, Matter Management, Matter Creation

Law Firm/Vendor: MATTER MANAGMENT: How does a firm user add a user to a matter? View answer

Law Firm/Vendor, Matter Management

Law Firm/Vendor: MATTER MANAGEMENT: How does a firm create a new matter? View answer

Law Firm/Vendor, Matter Management

Law Firm/Vendor: MATTER MANAGEMENT: Can a firm create a matter? View answer

Law Firm/Vendor, Matter Management

Law Firm/Vendor: MATTER MANAGEMENT: How does a firm user get all matter access? View answer

Law Firm/Vendor, Matter Management

MATTER MANAGEMENT: Can I use bulk update to edit the status report requirement for all matters? View answer

Matter Management

MATTER MANAGEMENT: How do I edit a matter profile? View answer

Matter Management

MATTER MANAGEMENT: How do I update closed matters? View answer

Matter Management

MATTER MANAGEMENT: Who can close a matter? View answer

Matter Management

MATTER MANAGEMENT: How do I delete a matter? View answer

Matter Management

MATTER MANAGEMENT: How do I change the lead firm on a matter? View answer

Matter Management

MATTER MANAGEMENT: How do I post a note? View answer

Matter Management

Law Firm/Vendor: MATTER MANAGEMENT: What matter profile information can a firm update? View answer

Law Firm/Vendor, Matter Management

MATTER MANAGEMENT: How do I add a user to a matter? View answer

Matter Management

MATTER MANAGEMENT: How do I clone a matter? View answer

Matter Management

MATTER MANAGEMENT: How do I require status reports? View answer

Matter Management

MATTER MANAGEMENT: How do I disable the status report requirement at the matter type template level? View answer

Matter Management

Law Firm/Vendor: MATTER MANAGEMENT: Can a firm edit the Lead Outside Counsel designation? View answer

Law Firm/Vendor, Matter Management

MATTER MANAGEMENT: How do I add a firm to a matter? View answer

Matter Management

MATTER MANAGEMENT: How do I delete a duplicate matter? View answer

Matter Management

Law Firm/Vendor: MATTER MANAGEMENT: Can a firm close a matter? View answer

Law Firm/Vendor, Matter Management

MATTER MANAGEMENT: How can I see what the firm sees? View answer

Matter Management

MATTER MANAGEMENT: How do I see incomplete fields on a matter? View answer

Matter Management

MATTER MANAGEMENT: How do I close a matter? View answer

Matter Management

Law Firm/Vendor: MATTER MANAGEMENT: Where can the firm see a list of incomplete tasks on a matter? View answer

Law Firm/Vendor, Matter Management

MATTER MANAGEMENT: How do I submit a status report? View answer

Matter Management

MATTER MANAGEMENT: What fields are required when I am closing matters? View answer

Matter Management

MATTER MANAGEMENT: How do I view outside counsel evaluations? View answer

Matter Management

MATTER MANAGEMENT: How do I disable the status report requirement at the matter level? View answer

Matter Management

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