Managing Matters

Once a matter is created, you can manage its lifecycle, track progress, record notes, and update its status as work progresses.

Matter Status

Matters move through different statuses during their lifecycle. You can update a matter's status from the matter detail view.

Matter Notes

Notes provide a running record of important information, decisions, and updates related to a matter.

Adding a Note

1. Open the matter
2. Navigate to the Notes tab
3. Click Add Note
4. Enter the note content
5. Click Save

Editing Notes

Existing notes can be updated when information changes or corrections are needed.

Time Entries

Time tracked against a matter is visible from the matter detail view, broken down by component.

Component Time Entries

View time entries for a specific matter component:

All Matter Time Entries

View all time entries across the entire matter:

Sales Time Entries

Time spent on sales activities for a matter (e.g., pitching the service to the client) is tracked separately.

Outcomes and Components

Managing Outcomes

Each matter has one or more Outcomes that describe what the firm is delivering. Outcomes are initially copied from the Offering but can be customized.

Managing Components

Components are the individual tasks within each Outcome. Track progress by marking components as complete as work progresses.