Advologix Matter Management
Topics
-
Overview
17
- 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
- Matter Search 4
- Matter Planner 6
- Matter Timeline 4
- Files and Content 4
- Participation Map 2
- Matter Content Module (legacy) 3
- Focus Matters 4
- Conflict Checking 8
- Legal Hold 5
- Matter Budgeting 3
-
Auto-Add Matter Participants
8
- 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
- Intake Forms 8
Other Resources
Application Guide
- Accounts
- Matters
- Contacts
- Activities, Tasks & Events
- Communication
- Comments, Files, and Content
- Time & Expenses
- Calendars & Planning
- Reports & Dashboards
- Training Guide
- Getting Started
- User Guide
Administration
- Administration Guide
- Integration
- Installation Guide
- Technical Support
- Release Notes