Matters

Learn how to set up and configure firm-level defaults for matters, including practice areas, matter numbering, templates, stages, and permissions.

Create matters, track them from the matter dashboard, and update, close, or delete them as a case progresses.

Build automated workflows that assign task lists, generate documents, and apply matter templates when a matter meets a trigger.

Track damages, manage medical provider records, and calculate settlement deductions and statements for personal injury matters.