Case Management
How Do I Import Matters?
Overview Matters.Cloud provides a simple to use facility to import existing matter data when migrating from third party applications. Import Formats The following file formats are supported: Microsoft Excel (.xlsx) Comma Separated (.csv) Import ...
Understanding Estimated Fees vs Actual Fees
Introduction When managing legal matters in Matters.Cloud, understanding the relationship between Estimated Fees and Actual Fees is crucial for maintaining effective budgeting, client communication, and firm profitability. By comparing these two ...
Correcting Matters Opened Under the Wrong Client
Introduction Occasionally, a matter may be created under the wrong client in Matters.Cloud. Since matters cannot be transferred between clients, this article outlines the steps to resolve the issue efficiently. It covers creating a new matter under ...
How Do I Close A Matter?
Introduction Closing a matter in Matters.Cloud is a crucial step in the legal process, signaling that all tasks, documents, and financial transactions associated with the matter have been completed. This process involves more than just marking a ...
How To Re-Assign Ownership Of A Matter?
Overview 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 ...
How To Use Matter Plans?
Matters.Cloud - Plans (Phases and Tasks) Within Matters.Cloud it is possible to associate phases and tasks to a matter to allow users to record time and expenses against a particular task. This can be done at individual matter level, for example, if ...
How To Create A Matter?
Introduction 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. ...