Client & Matter Management

Getting Started and Navigation

• Client Tabs and Information
• Initial Navigation Video
• Matter Tabs
• Search for a Matter

Parties and Clients

• Change a Non-Client to a Client
• Create a New Client
• Create a New Client Manual
• Create a New Party

Matters

• Create a New Matter
• Create a New Matter Manual

Archiving, Closing and Re-Opening

• Archive, Close and Re-Open Matter
• Archiving
• Archiving Manual
• Re-Open a Closed File
• Search Archived Files

Confidentiality and Restrictions

• Information Barriers and Confidential Clients and Matters
• Make a Matter Confidential
• Use the Red Stop Credit Warning

Deeds

• Deeds
• Deeds Manual
• Delete Deeds
• Transfer Deeds Within the Same Client