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Matter records can be created by members of the Legal group only. They can be created from a button in a Legal Request or by going to the table and clicking New.
The values in the Matter Type drop-down list is drawn from the Matter Types table, and includes values that have been defined for use in the Matters table. Some Matter Types are marked as "Always Confidential" and instead control The Confidential HR Matter value controls the values in the Confidential field.
Depending on the Matter Type, some additional fields are visible. For instance, a Corporate Transaction matter has a tab for Related Contracts where multiple contracts can be selected and linked to the matter.
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- Matter Type
- Matter Name: a brief description of the matter.
- Matter Assigned Team: this is set by default based on the Matter Type.
- Matter Owner: the options of this field are filtered to people on the assigned team.
- Matter Number: this value is set by default to the ID of the record and can be be modified by a user if needed.
- Confidential: a yes/no field that affects who can view the matter.
- Description: a text field describing the matter in significant detail.
- Related to Internal Entities: an optional multivalue field that determines if the matter should be linked to specific entities.
- Next Reminder Date: an optional field that uses a time-based rule to notify the Matter Owner on that date. This time-based rule is disabled by default.
- Visible to These Users: other than the legal team, only people specifically listed in this field can view the matter.
- Matter CC's: internal people who can be notified by email about changes related to the matter.
- Involves Outside Firms/People: a yes/no field used to identify outside law firms or companies involved in the matter, if yes is selected, then additional fields become visible called Primary La Law Firm, Additional External Law Firms, and External Contacts:
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- A Primary Law Firm, as well as Additional External Law Firms, can be selected. The filter on these fields limits the choices to companies whose roles contain Supplier and whose Goods and Services include Consulting: Legal.
- External Contacts lists people at the primary law firm or additional law firms.
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The Files and Deadlines tab allows files to be uploaded, managed, and viewed. Files can be converted from Word to PDF and vice versa. It also allows deadlines to be created and managed.
If multiple deadlines are created, the next one is automatically updated based on date, and reminders can be sent to the responsible person or anyone related to the matter.
Time Entry Tab
Time entires entries can be created for Matter records on the Time Entry tab.
You can then view all time entries in the All Time Spent linked table.
You can run reports on the Time Entry table to show all the user's time entries for the current month and for the last 12 months.
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Reports for the Matters table have been added to the Legal Manager Home Page Dashboard:.
