Matters
Open, manage and close matters, and control who can see them.
Creating a matterA matter is a piece of work for one or more clients: a case, a transaction, an estate. Everything about it (notes, documents, time, invoices, deadlines) lives on the matter. You need the Create matter...The matter pageThe header shows the matter's number, title, Status and Stage. Change the status or stage right there from their menus. Edit opens the full form, Add event adds a calendar entry, and More actions hold...Editing a matterClick Edit on a matter to open the full form. It shows one part at a time: pick a part from the list on the left, or step through them with Back and Next. Click Save at the top whenever you're done: i...Who can see and edit a matterMatters often hold sensitive information, so each one decides who in your firm can see it.Status, stages and closing a matterA matter is Open, Pending or Closed. Change it from the status menu in the matter's header, or on the edit page, where you can also set the date each status started.
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