AdvoLogix Matter Management

At A Glance (legacy)

Updated Jul 26, 2021

The At A Glance is available as part of the Matter Planner interface.  The At A Glance section is to allow you to see the 'vital statistics' of where you are with the matter.  The Matter Planner: At A Glance is for viewing activities and milestones in a visual fashion.  You can see if you've got  milestones setup (to break larger matter into smaller manageable chunks), budgetary information, and Invoicing issues.

Matter detail

Click on Matter Planner button

Matter Planner Options

Choose from the Matter Planner options

Click At A Glance

'At A Glance' section

'At A Glance' section

'Tasks By Status' Chart

'Tasks By Status' Chart

Shows all tasks for the Matter, sorted into Status

Participants By Role

Participants By Role

Shows the Participants for the Matter, sorted by Role

Time By Timekeeper This Year

Time By Timekeeper This Year

Shows Time for the matter, sorted by Timekeeper, for the Year

Budget vs Actual

Budget vs Actual

Shows the Budgeted amount for the Matter VS the Actual Amount for the Matter

Switch Between Matters

Switch Between Matters

Click the Select A Matter drop-Down to switch Between Matters.

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