Matters
Matter requests, normal, restricted and insider matters, internal matters and sub-matters
Creating Matters
- How Matters are Handled in the Software
- Creating a Matter Without a Matter Request
- Creating a Matter Using a Template
- Basic Information Defined in Matter Folders
- Matter Parties
- Matter Contacts
Matter Requests
Managing Matters
- Restricting Matter Visibility with Permissions
- Setting a Matter as Non-Billable
- Matter Phasing
- Editing Multiple Matters
- Sending Email to the Matter’s Contact Person
- Monitoring Matter Progress with Status Reason