Matter Card

MatterX's Matter Management feature allows you gather, track, assign and report on legal work by capturing all matter related information in one place.

The Matter Card enables you to:

Gather Client information: client number and name
Capture Matter information: description of the matter, department, area of law and it's status
Assign Responsibilities to team members
Associate additional contacts relevant to a matter (doctor, solicitor, magistrate etc.)
Track split billing
Track Tasks with stages and activities as well assign due dates and member responsible for the completion of tasks
Report matter Statistics: estimated time and disbursements, WIP, invoiced, paid
Manage Trust Account payments
Assign team Members to matters
Track all matter activity via the matter Timeline
Record Time entries
Create, store and review Documents
Add Comments to the matter

To create a matter from a client card

Select Clients from the Quick List menu options at the top of your Role Centre.
Search and select the Client you wish to create a matter for
- You can sort and/or filter any column using the arrows in the column name; or
- You can search for a client by using the Search field in the actions menu at the top of the page
Select New from the navigation bar at the top of the Client Card, then select New Matter to open the Matter Templates window.
Select Blank Matter Template and click OK.
A new Matter Card will open. Client information will already be filled out. Enter a description for the Matter.
- Select a Department.
- Select an Area of Law.
- Select Status Active.
Assign Manager, Assigned and Assisting under the Responsibilities section.
The Matter is now created.
Select the back button to return to the Client page.
You will now see an Active Matter appear on the Client Summary pane on the right hand side of the Client Page.