LegalOn Help Center

Manage Matters

26 articles

Preparation Steps

[New] How to check your Matter intake email address

[New] How to restrict email domains for the Matter intake email address

[New] How to set the Workspace for Matters created via the intake email address

[New] How to manage Email notifications for requesters when matters are created (or fail) via email

[New] How to set up Email notifications for yourself (Matter Management)

[New] How to manage Matter intake forms

[New] How to manage Matter custom attributes

[New] How to add, edit, and delete Matter statuses

[New] Create and publish matter intake forms

[New] Adding an intake mail address for any domain

Create & Receive Matters

[New] Create and manage matters from email requests

[New] How to create a new matter in LegalOn

Process Matters

[New] Communicating about Matters with stakeholders via Timeline and Email tabs

[New] Manage matters via Slack

[New] Use the Timeline tab on the Matter detail page

[New] Tips for linking email threads to an existing matter after creation

[New] How to assign an Assignee (and an optional secondary assignee)

[New] How to edit Matter information

[New] How to delete a Matter

[New] How to search for Matters using Tabs and Filters

[New] Organizing Matters: How to link related files and matters

[New] Customize items in the Matter list

[New] How to export Matter information in CSV format

What is a Matter Management Agent?

Configuring Matter Management Agents

Troubleshooting

[New] Troubleshooting: Cannot click [Reply in Thread] in the Matter detail page