AdvoLogix Help

Create a Matter

Updated

Matters (or Legal Cases) are the central data element in AdvoLogix.   A Matter is a detailed description of a client's problem, case, or question and is used to track their data to solve the problem or issue.

Add a New Matter

Click New Matter to add a matter

Add Matter Details

  1. Add Information for your new Matter
  2. Add Dates for your new Matter
  3. Add Additional Details for your new Matter
  4. Add Financial Information for your new Matter
  5. Click Save to save your new Matter information in the AdvoLogix system
  6. Optionally, select Save & New to go directly to a new blank Matter form to add another new Matter

View Newly Created Matter

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