Case Management
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 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. ...