Legal Hierarchy Maintenance
The Legal Hierarchy Maintenance hyperlink in the Matter Maintenance sidebar allows categories to have multiple levels which can operate either as linked or unlinked hierarchies.
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View Issues—See an overview of matter issues across all matter types; click Manage Categories to return to the main page
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—View all options
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—View and edit subcategories
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Retire Category—Retire the category
Important Note: If the category is in use by Approval Chain or Invoice Handlers, you cannot retire the category.
Options:
Selection |
Purpose |
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Name |
Enter a name for the category. |
Code |
Label the category with an export code (optional). |
Captions |
Edit the title of a caption and turn access to captions on |
Requirements |
Mark an item as required on a matter record, hide/disable an item during the matter creation process, or opt to keep a record from being closed unless completed. |
Category Connectors |
Connect administration to a category so it displays on the matter menu. |
Contract/Agreement |
Enter the contract information to be displayed on a matter labeled as Contract or Agreement. |
Workflow |
Delete a workflow step with |
Patent/Trademark |
Edit data fields that will interact with your matter calendar. |
Self Service |
Add individuals to the list of notification recipients for self-service administration. |
Screen Lay-out |
Select Turn On to display a module, |
Folder Sets |
The folder sets that appear here are automatically created for any future matter added under that specific category. You can find the associated folders in the Files & Folders section of a matter record. Update current folders by typing in the text box and click Update, or add a new folder by typing the name in the empty text box and click Save. Click |
Finance Captions |
Name finance types for the matter finance screen. Click Save to confirm and update. |