Matters

A Matter is where you keep all of the client's documentation in relation to the file, including:

• The parties
• Documents
• Emails
• Tasks
• Timesheet records
• File Notes
• Calendar appointments
• Income and costs
• Other data

A Matter can also be called:

• an Action,
• a File,
• a Case,
• a Project,
• a Job

You can view your matters from your home screen or by clicking on "Matters" from the menu at the top of your screen.

• Creating a Matter
• Matter Alerts