Matter Types

            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:
            • Administrative
            • Bankruptcy
            • Builder's Liens
            • Business
            • Business Development
            • Civil Litigation
            • Commercial
            • Conveyance (Purchase)
            • Conveyance (Sale)
            • Corporate
            • Criminal
            • Employment
            • Estates
            • Family
            • Franchise Law
            • General Corporate
            • Immigration
            • Insurance
            • Intellectual Property
            • Personal Injury
            • Privacy Law
            • Tax
            • Trade-marks
            • Wills

            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.

            Updated: 04 Jul 2019 05:00 PM
            Help us to make this article better
            0 0