On Matter creation, one of the requirements is to select an appropriate Matter type. By doing so, you will later be able to filter all of your Matters by type, and run reports for different types of Matters.
Default list of available values
for a Matter type includes:
- Builder's Liens
- Business Development
- Civil Litigation
- Conveyance (Purchase)
- Conveyance (Sale)
- Franchise Law
- General Corporate
- Intellectual Property
- Personal Injury
- Privacy Law
You can also add your own Matter types, or edit/delete any of the items from the list above. To do so, go to Matter365 application settings and select Matter types.
Matter365 application settings
On this page, you can add new Matter types (Add new button), edit (pencil button) or delete (trashcan button) existing ones.
Matter types page
Please note that you won’t be able to delete a Matter type that is being used on any of the existing Matters.
On Matter creation, you can choose to add information about various contacts that you know will be involved with that Matter. It’s required to always add a client, but you can also name other people in different roles here. Matter creation dialog and ...
How do I edit a Matter?
To edit a Matter, click Settings -> Edit. That will take you to the Matter settings page. On the Matter settings page, Matter owners can change Matter general info like description, status, type, source, etc. They can manage external Contacts ...
How do I create a new Matter?
You can create a new Matter from any page of Matter365 application by using the shortcut from the application header (“+” in the upper right-hand corner). Additionally, on Matters page, you can click “Create new Matter” button. In both cases, ...
How do I delete a Matter?
To delete a Matter, you must “close” the Matter first. On the Matter Dashboard, go to the matter click Settings and then “Close”. When you close the Matter, you will be automatically redirected to the Closed matters page. You can delete the ...
How do I rename a Matter?
The Matter Name is NOT editable. The Matter Name is used to create folders and pages in various Office365 Applications, so once the Matter has been created, the name cannot be changed. If it is a new Matter and you haven’t done a lot to it (in ...