Basic MM is a minified version of CaseCloud Matter Management, which is a full suite of tools that may not be necessary or utilized within an organization using the CaseCloud Spend Management application.
Please contact your CaseCloud Account Manager if you would like to convert Basic MM to the full suite of legal applications.
What does Basic MM include?
Basic MM limits the ability to create, update, or delete records of certain objects. It also blocks the usage of some lightning components and features that are available with the Matter Management legal suite.
List of Objects Not Included In Basic MM
- Activity Plan
- Activity Plan Template
- AdvoDoc Template
- AdvoDoc Log
- Assignment Rule Set
- Conflict Check
- Conflict Result
- Expense
- Export Template
- Fee Arrangement
- Intake Form
- Matter Fee Arrangement
- Rate
- Time
Features and Components Not Included In Basic MM
- Activity Plans
- AdvoDoc Generation
- Batch Time
- Billing Preview
- Conflict Checks
- Date Calculator
- FA: Manage Parties
- FA: Settlement Calculator
- Intake Forms
- Kanban
- Matter Calendar
- Matter Gantt
- Matter Hierarchy
- Matter Timeline
- Multi Timer
- Participation Maps
- Related Files (Google Drive)
- Relationship Maps
- Task Checklist
- Timesheet