The matter request is a draft of a matter that can be saved with incomplete information for other team members to complete. Its purpose is to provide legal professionals with an easy way to record the basic details of a new matter and to help prevent unnecessary matters from being opened. For example, if a conflict check or customer identification process reveals that the matter cannot be accepted, the matter request can be rejected without creating a matter. For this reason, it is recommended to create matters via a matter request.
The matter request does not offer all the functionalities of a matter, but in addition to saving basic information, it allows you to record transactions, identify customers, perform conflict checks, define contacts and parties, and set pricing for the matter. If a matter is created from a matter request, all information saved in the matter request is transferred to the matter.
The matter request feature is not enabled by default, but the power user can activate it in the system parameters (General > Application Features > Matter request in use).
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