Matters
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Overview
- Introduction to Matters
- Viewing Matters
- Creating a Matter
- Editing a Matter
- Changing the Owner of a Matter
- Changing the Owner of Multiple Matters via Matter List View
- Create a Queue for Multiple Owners on a Matter
- Adding a Custom Matter Field
- At a Glance Dashboard
- Participant List Component
- Participants Related List (standard)
- Sub-Matters
- Cross Reference Matters
- Offer and Demands
- Matter Hierarchy
- Mass Edit Button
- Court Entities
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Matter Search
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Matter Planner
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Matter Timeline
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Files and Content
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Participation Map
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Matter Content Module (legacy)
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Focus Matters
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Conflict Checking
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Legal Hold
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Matter Budgeting
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Auto-Add Matter Participants
- Overview: Auto-Add Participants to a Matter
- Step 1: Add the Auto-Add Checkbox to a Matter Page Layout
- Step 2A: Add CaseSafeID to the Account Page Layout
- Step 2B: Add CaseSafeID to the Contact Page Layout
- Step 3A: Auto-Add Participant Account via Custom Settings
- Step 3B: Auto-Add Participant Contact via Custom Settings
- Step 4: Create a Matter Using the Auto-Add Feature
- Adding Custom Fields to Participants
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Intake Forms