Overview
You can view all your matters associated to your contact from the Matters tab of the contact details page.
If the contact is a client, you will have the additional ability to:
Add matters
Import matters
Export matters
Search and filter matters
Edit matters
Add task, time entry, fixed fee, or expense for a matter
Add memos or files for a matter
Files requires Box.com or NetDocuments to be enabled and connected
Under the "Relationship" column in the matters table, "Client" will represent all matters directly created for the client. If you see a relationship other than "Client", the relationship represents the name of relationship role where the client is a connection on another client's matter.
How To View Or Add A Matter For A Contact
You can view all your matters associated to your contact from the Matters tab to:
Go to the Contacts list page
Select a contact in the table by clicking the contact's name
On the specific contact details page, click the "Matters" tab
You can click on the matter name under the Matter column of the table to view the matter details
For Clients, Click "Add Matter"
Enter Matter Name
Enter Matter Number (default will be auto numbered)
Enter Minimum Trust Balance
Select Originator
Enter Description
Select Matter Type
Select Manager
Enter Statute Of Limitations
Select Billing Type
Select Billing Cycle
Select Tags (multiple are supported)
Enter Billing Note
Check/Uncheck LEDES enabled
Click "Save"
You have now successfully created a matter for your client. You will automatically be redirected to the new matter details page once it's created.
From the matter details page, you can add tasks, enter Zen KM information, add memos, and manage all of your case information.
If you have any questions, please feel free to contact us.