Advologix Matter Management
Topics
-
Matter Overview
16
- 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
- Sub-Matters
- Cross Reference Matters
- Offer and Demands
- Matter Hierarchy
- Mass Edit Button
- Court Entities
- Matter Search 4
- Matter Timeline 5
- Participants 7
- Focus Matters 4
- Conflict Checking⚡ 8
- Legal Hold 5
- Intake Forms 8
- Matter Planner (legacy) 7
- Matter Content Module (legacy) 3
- Matter Budgeting (deprecated) 3
Other Resources
Application Guide
- Accounts | Contacts
- Matters
- Activities
- Communication
- Files | Content | Documents
- Time | Expenses
- Calendars | Planning
- Reports | Dashboards
- Productivity
- Spend Management
Administration
- Training Guide
- Getting Started
- User Guide
- Administration Guide
- Integration Guide
- Installation Guide
- Technical Support
- Release Notes