Matters
The Matters module allows you to track detailed information about all your legal matters, facilitating management, analysis, and reporting.
The following topics will help get you started using the Matters module:
- Getting Started
- E-mailing a Summary of a Matter
- Adding a Matter
- Creating a Matter from a Service of Process Lobby Notice
- Editing a Matter Record
- Deleting a Matter
- Adding a Player
- Adding a Person/Entity as a Player
- Replacing a Person/Entity as a Player
- Marking a Matter as Private
- Removing Private Matter Status
- Adding a Related Matter
- Changing a Matter’s Classification
- Adding Offer or Demand Information
- Adding Dispute Details
- Assigning a Judge to a Matter
- Adding Damages Information
- Adding Recovery Information
- Adding Insurance Policy Information
- Adding Insurance Claim Information
- Adding Budget Information
- Adding Risk Exposure Information
- Adding Reserve Information
- Adding Physical File Information
- Adding an Evaluation of a Player in a Matter
- Linking E-mails to a Matter using Bridgeway Link
- Creating a Legal Hold from a Matter