AdvoLogix Matter Management
AdvoLogix Matter Management
Matters
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Other Resources
Application Guide
Accounts | Contacts
Activities
Communication
Files | Content | Documents
Time | Expenses
Calendars | Planning
Reports | Dashboards
Productivity
Spend Management
Connectors
Administration
Installation Guide
Integration Guide
Getting Started
Training Guide
User Guide
Administration Guide
Technical Support
Release Notes
Matter Overview
16 Articles
Introduction to Matters
Viewing Matters
Create a Matter
Edit a Matter
Change the Owner of a Matter
Change the Owner of Multiple Matters
Create a Queue for Multiple Owners
Add a Custom Matter Field
At a Glance Dashboard
Participants Related List
Matter Search
4 Articles
Introduction to the Matter Search Lightning Component⚡
Introduction to the Matter Search (legacy)
Add the Matter Search to a Page Layout (legacy)
Matter Search API Call
Matter Timeline
5 Articles
Introduction to the Matter Timeline
Matter Timeline Lightning Component⚡
Matter Timeline (legacy)
Legacy Timeline (deprecated)
How do we implement the new Matter Timeline?
Participants
7 Articles
Matter Participants
Participation Map Lightning Component⚡
Auto-Add Participants to a Matter
Adding Custom Fields to Participants
AdvoLogix Setup: Participants
Participant List Panel (legacy)
Participation Map (legacy)
Focus Matters
5 Articles
Introduction to Focus Matters
Focus Matters in Lightning Experience⚡
Focus Matters (legacy)
AdvoLogix Setup: Focus Matters
Set Up Secured Login Sessions for Focus Matters
Conflict Checking⚡
8 Articles
Introduction to Conflict Checks⚡
How do I start a new Conflict Check?
How do I manage Conflict Check Results?
Initiating a Conflict Check Through Automation or Code
Batch Conflict Check
Advanced Search Techniques
AdvoLogix Setup: Conflict Checks
Resources for Conflict of Interest Checking
Legal Hold
5 Articles
Introduction to Legal Hold
Legal Hold Acknowledgement Overview
Managing Acknowledgements⚡
Legal Hold API
AdvoLogix Setup: Legal Hold
Intake Forms
8 Articles
Introduction to Intake Forms
How do I create a new Intake Form?
Designing an Intake Form
Invoking an Intake Form for Data Entry
Intake Launcher Lightning Component
Working with the Intake Form URL API
Can I extend intake forms for other base objects?
Matter Intake Form (legacy)
Matter Planner (legacy)
7 Articles
Introduction to the Matter Planner
Matter Kanban (legacy)
Matter Calendar (legacy)
Matter Gantt (legacy)
The Matter Planner Calendar (legacy)
Gantt View (legacy)
At A Glance (legacy)
Matter Content Module (legacy)
3 Articles
Adding a File to Matter Content (legacy)
Adding Multiple Files to Matter Content (legacy)
Add Files to Matter Content Using Drag and Drop (legacy)
Matter Budgeting (deprecated)
3 Articles
Introduction to Matter Budgeting (deprecated)
Budget vs Actual Component (deprecated)
Budgeting for Matters (deprecated)
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