Adding, Editing & Managing Matters
- How to create a new matter
- How do I delete a matter?
- How to make matters confidential
- About general matters
- Adding corporate entities, third parties or regulators/agencies to your matter
- About resourcing
- How to set matter value and currency
- How do I rate 'Complexity'?
- How do I rate risk?
- How to use hashtags
- How do I rate 'strategy'?
- How to create related matters
- How to create and manage status notes