This notebook is used to manage all matters within a LawManager system. This notebook is the definition of the base Matter notebook that other Matter notebooks inherit from, for example, Litigation notebook and Contracts notebook. This notebook can be used to manage any matter of any type. This notebook uses the Base Record notebook template so it supports record level security.
This notebook is on the Favorites sidebar and the Notebooks menu. The main section of the Matters notebook has a complete collection of default fields for classifying and managing matters, including: Matter #, Name, Type, Status, Date Opened, Office, Department, and Description. The designer will typically use some of these default fields and add additional fields to the main section of the Matters notebook, specific to the user's requirements. The Players tab is used to record any number of parties, staff, vendors, or any other person or company related to the matter. Besides the base Players tab, there is the Staff tab, not included by default, that lists only staff related to the matter and a Players Detail tab that lists each players address, phone numbers, and e-mail address. The Players Detail tab uses a view called RelatedPlayerView. There is a Calendar tab that is used to record events for the matter, which has a built in docketing rule-engine. The Notes tab allows you to enter any number of notes about the matter. The Documents tab is a basic document management systems and allows you to relate documents to a matter. The Related Matters tab allows you to relate matters to each other. The Issues tab allows you to associate multiple legal issues to the matter. The Description tab, not included by default, displays the first matter note in detail view.
Key features include:
Auto Generated Matter # – default format is YYYYNNNNN. Business logic script can generate virtually any format.
Create Calendar button that creates a Microsoft Outlook calendar for the matter.
User-Defined Type and Subtype dependent dropdowns.
User-Defined Matter Status and Office dropdowns.
Optional U.S. City and State dropdowns and Country dropdown.
Popup Calendar for the opened date, closed date, and status date.
See
Accessing the Matters Notebook