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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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