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Projects, also referred to as matters, let you organize, compile, and manage the details of an incident or event from the beginning to its conclusion.

Details may include information about the people involved, all relevant dates, and tasks that must be completed, users and specialists assigned to the project, and all of the related documents.

Use Case for Projects

For example, if you want to manage an accident claim, you can perform some or all of the following actions:

  1. Create a new project to capture relevant facts, such as the date and location of the accident, vehicle information, witnesses, and the law enforcement officers who were at the scene.
  2. To move the project forward, you may want to assign internal staff members to perform specific tasks, such as visiting the claim site or interviewing claimants.
  3. You can schedule regular status meetings using the appointment calendar to determine if the project is on schedule or if the completion date needs to be extended.
  4. You can create invoice and expense records from the project to track the costs related to the project.
  5. If litigation is involved, you can add all of the relevant court documents to the project.

When all of the tasks are done, the reports are filed, and the claim or court case is resolved, you can close the project so that the assigned resources can move on to other projects.

Project-specific Pages

Most projects have the following project-specific pages where you can view and edit information:

  • General—View, enter and edit general information about the project, such as its name, number, when it was opened, and its current phase.
  • Phases—View and change the phase of the project to show the progress from the beginning to the end of the project.
  • Assignees—View or edit the users who are assigned to the project and their roles in the project.
  • Involved—View or edit the people or companies who are involved in the project with roles such as witness, plaintiff, or outside counsel.

Each project record also has several other pages where you can view, enter, and edit additional information that applies to a project, such as appointments, expenses, and categories for a project.

Opening a Project Record

To open a project, click its link. The project opens to its General page. Once you open a project, with the appropriate rights, you can use the links in the left pane to manage project information.

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