What does it mean to change a matter's "type"?
When a matter is first created, it is assigned a specific Type (for example, Administrative). TeamConnect Essentials allows users to convert non-litigation matters to litigation with the click of a button.
A matter Type is the first thing that's selected when a new matter is created:
Any matter type can be converted to Litigation, but it CANNOT be converted back once the Litigation type is set. If a matter is converted to Litigation and you realize this is incorrect, the matter must be deleted and re-created to change the type to something other than Litigation.
Likewise, a matter cannot be converted to anything else if it's originally created as a Litigation type.
Convert a matter to Litigation
To change the Type to Litigation, click the matter and navigate to the General page then click the Convert to Litigation button.
A pop-up message will appear to acknowledge this permanent change is being made.
New fields will appear in the matter once it is converted to Litigation.