The Matters feature streamlines your workflow by organizing and managing your orders by grouping them by Matter/Billing Code.
This feature centralizes all orders linked to a Matter/Billing Code, making it easier to track and manage your matters, quickly access important information, and place new orders with pre-filled details.
Key features
- Organized overview: A searchable table of all your matters.
- Detailed pages: Matter-specific pages for deeper insights.
Matter management overview
A comprehensive and searchable table provides an at-a-glance view of all your matters, allowing you to easily locate and manage them.
The overview table shows:
- Matter Number/Billing Code
- Creation date and creator
- Case information (case number, court name, etc.)
- Date of the last order
- Status (Active or Achieved)
- Actions such as viewing matter details, placing a filing order, placing a process serving order, placing a courtesy copy order, or placing a locate order
The search and filter options help you quickly find specific matters, ensuring efficient management and tracking.
More details
Matters link in header menu: Users will now see a Matters link in the header menu across One Legal. Clicking here takes you to the Matters overview, where you'll see a table summary of your matters.
Tracking matters: Matters are tracked by entering a "Matter / Billing Code" when placing orders on One Legal. Orders that lack a matter number will have the case number entered as the matter number, if one exists.
- Quick actions and detailed views: From the overview grid, you can take quick actions like starting a new order, or click into each matter to view detailed information.
Matter information
Each matter has its own dedicated page that provides a wealth of information and tools for managing the matter.
These pages include basic matter information such as the Matter Number/Billing Code, creation date, creator, and the date of the last order. Additionally, detailed pages display associated case details like case number, court, case type, and parties involved.
Users can view a preview of the three most recent orders linked to the matter, as well as access tabs for comprehensive case information and order statuses specific to the matter.
How are matters created?
Matters are created automatically when the first order using that Matter Number is created. Enter the Matter/Billing Code in the designated field to link orders to matters. If no Matter Number is entered, the system will group the order by case number if available.
What if I enter None, N/A or NA?
The feature will swap out the words entered for the case number, if a case number is available.
Can I see only my matters, or all matters?
The Matters tab displays all matters created by all users on your account. To view only the matters you created, use the filter options in the search menu. When viewing a matter’s details, you will be able to view all orders associated with that matter regardless of the user that created the order.
How do I access the Matter Details page?
Click on a matter in the overview table or select “View Matter Details” in the actions menu to access its details page, which provides comprehensive information about the matter and related cases.
How is the status of a matter determined?
The status of a matter (Active or Achieved) can be manually changed by the user on the Matter details section. The default status is Active until the user decides to archive it.
Is there a date range limitation using the Matter Search filters?
Yes, the maximum filter for the date range is 3 years. Users can enter any 3-year range.