How To Re-Assign Ownership Of A Matter?
Matters.Cloud provides a simple to use facility to re-assign the ownership of a Matter record.
Step 1 - Navigate To Matters List
Select Matters > All matters and locate the Assign button:
Step 2 - Assign Matters
Select the new User to assign the records to and click the Submit button.
How Do I Re-Assign Ownership Of A Client?
Overview Matters.Cloud provides a simple to use facility to re-assign the ownership of a client record. Step 1 - Navigate To Clients List Select Clients > All clients and locate the Assign button: Step 2 - Assign Clients Select the new User to ...
How To Create A Matter?
Overview Matters are to be used to represent a case, legal matter or project. Essentially they represent the work being undertaken on behalf of the client. Each matter belongs to a client record and is automatically assigned a unique matter code. ...
How Do I Close A Matter?
Step 1: Open Matter Open the Matter you wish to close by clicking on Matters from the left hand menu and clicking on the Matter name. Step 2: Edit Matter Edit the Matter by clicking on the Edit button located on the top left of the Matter profile ...
What Data Can I Migrate From Rocket Matter To Matters.Cloud?
Overview Matters.Cloud provides a simple to use facility to import data when migrating from third party applications. Before attempting to migrate data into Matters.Cloud you should ensure that it is consistently formatted and backed up. Answer ...
FreeAgent: Setting Up Your Initial Data
Overview There are two options when setting up your initial integration with FreeAgent: Import existing Projects from FreeAgent into Matters.Cloud . Export existing Clients & Matters from Matters.Cloud to FreeAgent. Option 1: Import From FreeAgent If ...