Manage Matters
Receive, track, and manage matters from intake to completion.
29 articles
- How to assign an Assignee (and an optional secondary assignee)
- How to edit Matter information
- How to delete a Matter
- How to search for Matters using Tabs and Filters
- Organizing Matters: How to link related files and matters
- Customize the Matter List View
- How to export Matter information in CSV format
- Intake Agent AI Contract review
- How to Customize Tabs in the Matter List