Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

My Matters

To see a list of all matter records to which you are assigned, select My Matters from the Matters tab. The Matter Assignments section includes a list of all matters in Lawtrac. You can filter through this list using the tabs at the top of the page.

my_matters_hmfile_hash_c6b550ea.png

This page includes the following tabs for filtering:

  • Open—When you select one of the fields and categories from this tab, all opened matters with that category appear in the Matter Assignments list.
  • Closed—When you select one of the fields and categories from this tab, all closed matters with that category appear in the Matter Assignments list.
  • Tally—When you select one of the fields, all matters with that category appear in the Matter Assignments list. You can also see what percentage of matters have that category.

If you want to return to the complete list of matters after you select a category, click the my_matters_refresh.gif button in the right corner above the Matter Assignments list.

my_matters_hmfile_hash_8e414180.png

The tabs include a list of the following types of categories:

Field Description
Types The type of matter. Refers to the nature of issues that the matter record is dealing with.
Product The product category of the matter.
Division The division or department within the company associated with the matter.
Priority The matter priority (High, Normal, Routine).
Status The status of the matter.
Court The specified jurisdiction of the matter.
Location The location of the matter.
Role A role on the matter (Lead, Team Member).
Area of Law The field of law of the matter.
Flagged Matters that have been marked for access.
Not Updated The span of time since the matter was updated.
Missing A category or information that the matter does not have.
  • Was this article helpful?