Matter Management Overview

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

Manage matter processes and information, such as record time entries, manage WIP, create matter documents, use matter templates, calculate invoice estimates, process trust accounting, InfoTrack searches, and manage Matter tasks.

To	See
Create a new matter file card	Matter Card
Record a time entry related to a matter	Time Entry
Create matter related documents with client, matter, contact and attribute information automatically merged into the documents	Documents
Understand the matter WIP lifecycle	WIP Lifecycle
Post WIP to allocate to sales invoices	?
Setup teams and members to allocate tasks to	Task Management
Setup trust accounts	Trust Accounts
Allocate dimensions to matters	Dimensions