LegalOn Help Center

Manage Matters

26 articles

How to Use "Report"

Review reports (Volume)

Preparation Steps

How to restrict email domains for the Matter intake email address

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

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

Configuration

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

How to manage Matter intake forms

How to manage Matter custom attributes

How to add, edit, and delete Matter statuses

Create and publish matter intake forms

Adding an intake mail address for any domain

Create & Receive Matters

Create and manage matters from email requests

How to create a new matter in LegalOn

Process Matters

Communicating about Matters with stakeholders via Timeline and Email tabs

Manage matters via Slack

Use the Timeline tab on the Matter detail page

Tips for linking email threads to an existing matter after creation

Manage Matters

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 items in the Matter list

How to export Matter information in CSV format

Intake Agent AI Contract review

Troubleshooting

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