Matters Overview

Modified on Wed, 15 May at 4:47 PM

In Actionstep, the Matters workflow is used to streamline your case and project management. It provides a comprehensive, centralized area for tracking all aspects of a case, including client information, documents, emails, tasks, appointments, and billing. 

Each matter in Actionstep acts as a unique file that consolidates pertinent details and workflows, enabling you to efficiently manage your caseload. Matters can be tailored to your specific practice areas and processes, ensuring that all relevant data is easily accessible and organized. 

In Actionstep, a matter can also be referred to as any of the following:

  • Action
  • File
  • Case
  • Project
  • Job

Some of the specific things that are recorded for a matter include:

  • Contact information for the parties associated with the matter
  • Documents and emails
  • Tasks (both upcoming and completed) you want to track for the matter
  • Timesheet records
  • File notes
  • Calendar appointments
  • Income and costs
  • And so forth

You can access your matters a few different ways in Actionstep:

  1. Click the Matters menu.
  2. View the Your Matters panel on the Actionstep Home page and select any matters you've recently worked on.
  3. Use the Quick Search box to search for a matter by name or ID.

The following video can help explain the concept and purpose of matters:

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