Matters (or Legal Cases) are the central data element in AdvoLogix Matter Management. A matter is a detailed description of a client's problem, case, or question used to track data and solve the problem or issue.
Add a New Matter
Click on the New button to add a matter.
Add Matter Details
1 - Add Information for the new matter.
2 - Add a Primary Relationship for the new matter.
3 - Add Dates for the new matter.
4 - Add Additional Information for the new matter.
5 - Add Financial Information for the new matter.
6 - Click the Save button to save the new matter information in the AdvoLogix system.
7 - [optional] Select the Save & New button to go directly to a new blank matter form to create another new matter.
View Newly Created Matter
