Case Management
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 ...
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 ...
What Types Of Billing Arrangements Are Supported?
Overview To support firms looking to adopt alternatives to the traditional hourly billing model we have introduced a series of new billing arrangements to help automate the billing process: Hourly Capped fee Capped fee - recurring Capped fee - ...
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. ...