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Assigning a Phase to a Matter Type

ACC phases that have been added to Suite Manager may be assigned to a matter type for eCounsel.

To Assign a Phase Code to a Matter Type:

  1. Open Suite Manager.
  2. On the Suite Manager control panel, click the icn_Types Types component in the System Configuration area.
  3. On the Types window, select a matter type on the Matter Types tab.
  4. Click Configure.
  5. On the Matter Type Configuration dialog box, click the Associated Phases tab.
  6. On the Associated Phases tab, click a checkbox to select the phase with which to associate the matter type. Multiple checkboxes may be selected.image
  7. Click Save.
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