Matter Types Tab

Matter Type – The name of a category for matters.

Historical – An indication of whether the matter type is still active (new records may be created using this type). If a matter type has been designated as historical, existing records will still reflect the categorization, but no new records may be created.

Entity Types Tab

Entity Type – The name of a category for entities.

Historical – An indication of whether the entity type is still active (new records may be created using this type). If an entity type has been designated as historical, existing records will still reflect the categorization, but no new records may be created.

Buttons

New – Click to open the Matter Type or Entity Type dialog box to create a new type.

Edit – Click to open the Matter Type or Entity Type dialog box to modify the selected type.

Configure – Click to open the Matter Type Configuration or Entity Type Configuration dialog box to associate a type profile or position type with the matter or entity type, respectively.

Summary – Click to open the Matter Type Summary or Entity Type Summary dialog box to display a listing of all the information concerning the matter or entity type.

Copy – Click to open the Matter Type Copy or Entity Type Copy dialog box to create a new type based on the selected type.

Fields

Code ID – An identifier for the category for the matter.

Code name – The name of the category for the matter.

Historical – An indication of whether the matter type is still active (new records may be created using this type). If a matter type has been designated as historical, existing records will still reflect the categorization, but no new records may be created.

Last changed by – The name of the user account that last modified the matter type.

Last changed on – The date/time the matter type was modified.

Buttons

Save and Close – Click to save changes to the dialog box.

Associated Type Profile Tab

Select a Type Profile – The type profile to be applied to the matter type. Selecting <New Profile> opens the Type Profile dialog box to create a new type profile. (Type profiles also may be created using the Type Profiles component.)

Associated Legal Sections

The areas of law to which this matter type applies. Click a checkbox to select it. These areas are maintained in the Lookups component of Suite Manager.

Associated Phases

The phases (associate with ACC/ABA codes) that apply to the selected matter type. Click a checkbox to select it. These phases are maintained in the Phases & Tasks component of Suite Manager.

Buttons

Save – Click to save changes to the dialog box.

Select All – Click to select all checkboxes on the tab.

Unselect All – Click to de-select all checkboxes on the tab.

Fields

Code name – The name of the category for the matter.

Copy – Click to copy the type profiles associated with the selected matter, the user-field profile records, and/or the associated legal sections.

Buttons

OK – Click to save changes to the dialog box.

Cancel – Click to close the dialog box without saving any changes.

Fields

Code ID – An identifier for the category for the entity.

Code name – The name of the category for the entity.

Historical – An indication of whether the entity type is still active (new records may be created using this type). If an entity type has been designated as historical, existing records will still reflect the categorization, but no new records may be created.

Last changed by – The name of the user account that last modified the entity type.

Last changed on – The date/time the entity type was modified.

Buttons

Save and Close – Click to save changes to the dialog box.

Associated Type Profile Tab

Select a Type Profile – The type profile to be applied to the entity type. Selecting <New Profile> opens the Type Profile dialog box to create a new type profile. (Type profiles also may be created using the Type Profiles component.)

Associated Position Types Tab

The types of positions (such as Officer) that may be applied to the entity type. Click a position checkbox to select it.

Buttons

Save – Click to save changes to the dialog box.

Select All – Click to select all checkboxes on the tab.

Unselect All – Click to de-select all checkboxes on the tab.

Fields

Code name – The name of the category for the entity.

Copy – Click to copy the type profiles associated with the selected entity, the user-field profile records, and/or the associated position types.

Buttons

OK – Click to save changes to the dialog box.

Cancel – Click to close the dialog box without saving any changes.