Matter Rules

The Matter Rules tab is used to record the audit rules that should be run specifically for the matter displayed in the header section of the notebook.

This tab is used to record the audit rules that should be run specifically for this matter. Key features include:

Pre/post submit control
Activate/deactivate control
Matter/vendor specific control

Note: Audit rules also can be managed from the Activate Rules notebook.

The Matter Rules tab is accessed by clicking on the tab in the binder section of the following notebooks: Matters, Litigation, Contracts, Matter Financials, Investigations. The Matter Rules tab displays in tabular view as described below.

Matter Rules Tab Field Definitions

Field	Description	Required (Y/N)
Rule Set	The set of rules (e.g., Duplicate Check, Audit Checks, etc.) to apply to the matter.	Y
Activation Type	This field defines the type of rule activation. When adding or updating a record, select one of the following values from a dropdown list: Global – Rule Set will be activated or deactivated for all invoices. Matter Specific – Rule set will be activated or deactivated for a specific matter. Vendor Specific – Rule set will be activated or deactivated for a specific vendor. Matter/Vendor Specific – Rule set will be activated or deactivated for a specific matter and vendor.	Y
Pre/Post Submit	Specifies the set of rules that apply to the matter and specifies whether to run the rules the rules prior to (pre) or after (post) saving the matter.	Y
Activate/Deactivate	Indicates if the rule is active (activate) or inactive (deactivate).	Y
Vendor	The name of the vendor. Select a value from a dropdown list.	Y

Note: LawManager tab records include fields containing audit and security information. For a detailed explanation of these fields, see Viewing Audit Fields and Security Information.