Can I label a matter as belonging to 2 different practice areas?
No, a matter can only be labeled as pertaining to one practice area. If you’re handling cases involving multiple practice areas, in most cases, it makes sense to create a separate matter for each.
How Do I Add New Practice Areas?
Practice Areas can be created and edited in your Firm Settings: From your Firm Settings, Go into Matters & Contacts > Practice Areas Select the (+) to create a new Practice Area. Type in your new Practice Area > hit enter > press the blue ...
I See Where I Can Add a Matter Name but What About a Matter Number? How Are Those Assigned?
Matter numbers are assigned by the system when you create a new matter. As the user, you can, however, choose the format of a matter number. For example, you may elect to have it be a simple number (e.g. 00010) or a number and matter name (e.g. 00010 ...
How Do I Change the Primary Client in a Matter?
If the Primary Client for your Matter changes or you accidentally selected the incorrect Contact, you can always change this field. If you would like to change the role of any Contact other than the primary client, this will be done differently. ...
What is the difference between a Pending Matter and an Open Matter?
When you create a new matter, you may assign a status to the case. You will find three options here: Open Pending On Hold Closed There is often some confusion regarding the difference between Open and Pending. Generally speaking, Open should be ...
Can I Set Increments on a Matter Basis?
Yes! When you create a Matter, you can set the increment right away. If you don't, it will be saved as the increment you entered in your Firm Settings. If you would like to change this later on, you can do so in the Matter Options tab of the Matter ...
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