Skip to main content
Practice Management
Toggle navigation menu
Create support ticket
Sign in
Help Center
Practice Management
Everyday Use
Matters
Matters
Restricted Matters
Anti-Money Laundering Status (NZ)
Articles
About Matters
Creating a Matter
Tips and Tricks for Naming a Matter
Editing a Matter
Deleting a Matter
Closing a Matter
Closing a Matter FAQ
Archiving a Matter
Using the Quick Search Box to Search for a Matter or Contact
Getting to Know the Matter Home Page
About the Matter Overview Panels
Viewing Recently Accessed Matters
Working with Matter Parties
Changing Who a Matter is Assigned To
Editing Contact Information While Viewing a Matter
Completing Workflow Steps in a Matter
Sharing Documents with Colleagues
Viewing System Notes for a Matter
Configuring the Panels on the Matter's Home Page
Working with the Matter View Page
Matter View FAQ
Creating and Editing a Matter's File Notes
Creating and Editing Matter Templates
Creating a Related Matter
Updating a Matter's Active or Inactive Status
Adding Content to a Matter Wiki
Creating a Custom Matter List View (Admin)
Creating Matter Alerts
Assigning a Matter to a Division