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Tip:
It’s all in the numbers! Check out our suggestions for your Law Office File Structure Logic. Setting up your office file logic correctly is one of the easiest ways to keep your practice on track.

How to view a Matter

  • Switch to the Matters app using the app switcher links
  • Click a matter record from the record list

How to add a Matter

  • Switch to the Matters app using the app switcher links
  • Click the Add button from the Matters toolbar
  • Complete the Add Matter form
  • Click the Save Changes button to save the record

How to edit a Matter

  • Switch to the Matters app using the app switcher links
  • Select the checkbox for a matter record from the record list
  • Complete the Edit Matter form
  • Make changes to the record
  • Click the Save Changes button to save the record

How to delete a Matter

  • Switch to the Matters app using the app switcher links
  • Select the checkbox for a matter record from the record list
  • Click the Delete button in the Matters toolbar to delete the record