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Mitratech Success Center

Working with Matters

This article will provide the information about how to work with matters and different types of matters.

You can perform the following tasks when working with matters:

All Matters

  • Viewing Matter Records—Open and view the areas and elements on the matter page.
  • Creating or Editing Matters—Create a matter using a wizard, manually, or by copying an existing matter.
  • Changing Matter Phases—Select the phase that moves the matter along from the beginning to the end of the project, such as Intake when a matter record is started, and ending with Closed when the matter reaches its conclusion.

Advice and Council Matters

Dispute and Transaction Matters

Dispute Matters Only

Transaction Matters Only

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