Matters
The matter record, verified facts, notices, filings and attorney decisions.
- The matter recordThe matter command center, its tabs, participants and assignments, sensitivity, and the matter lifecycle from open to close.
For: AttorneyStaff
- Facts and discrepanciesThe matter's canonical facts, verified by a person, and what happens when two sources disagree.
For: AttorneyStaff
- Notices and correspondenceThe correspondence queue, matching a notice to a matter, and verifying the notice and the deadline it creates.
For: AttorneyStaff
- FilingsA filing package from draft to receipt, attorney approval, proof of submission, and the milestone the client sees.
For: AttorneyStaff
- Attorney decisions and the review packetHow attorneys record decisions from a compact review packet, and how a decision links to the matter's workflow.
For: Attorney