Each matter gets its own electronic file that contains everything you need to know about the matter, including:
Each matter type has a specific workflow to guide your staff through a series of steps. The workflow automates certain actions at each step such as sending out email, assigning tasks, and prompting users to enter data. Workflow significantly increases the productivity and quality of work produced by your firm.
Matter lists can be customized, and show which step each matter is on, the last file note, and next action required. The lists can be downloaded as an Excel document, or emailed to you daily or weekly.