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AdvoLogix Help  /  Use & Learn (MM)  /  Matters

Create a Matter

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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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Use & Learn (MM)

Activity Plans/Templates 11
AdvoDoc Document Assembly 10
Billings 6
Budgets 8
Comments 2
Conflict Checking 7
Date Calculations 4
Email 5
Enhanced Forms 3
Enhanced Lists 4
Expenses 2
Export Templates 4
Fee Arrangements 16
Files & Content 5
Focus Matters 4
Gantt (AdvoLogix) 3
Intake Forms 8
Kanban (AdvoLogix) 3
Legal Hold 4
Matter Calendar 4
Matter Content Module (legacy) 3
Matter Planner 7
Matter Search 4
Matter Timeline 5
Matters 19
Participants 6
Profiles 5
Rates 11
Relationship Maps 2
Reports & Dashboards 3
Roles 1
Task Checklists 3
Time 25
Timekeepers 5
UTBMS Codes 3
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