The Matters section of the Legatics Administration System allows administrators to get a birds-eye view of every matter opened in their environment.
It is a great way to understand who is opening matters, where they are being opened and more!
In this article
Accessing the Matters section
From the home page, you will see Matters and Users tabs in the top white navigation bar. Click on the Matters tab.
Data available
The following data on all of your matters is available in the Matters section
Matter | The name given to the matter |
Number | The number given to the matter |
Description | The description given to the matter |
Deal type | The type of matter
🔍 The options available to a user are set by Legatics. The options currently available to select are:
|
Lead partner | The partner in charge of the matter |
The names of users with matter administrator rights | |
Lead office | The office in your organisation who is leading on the transaction
✅ You are able to set, and change these. Contact us at support@legatics.com to update these options |
Other offices | Any other offices in your organisation who are involved in the transaction
✅ You are able to set, and change these. Contact us at support@legatics.com to update these options |
The organisations that have been added to the matter | |
Demo/live | Whether the matter has been marked as a demo matter or a live matter |
Date created | When the matter was created |
Last activity | The last date when any user viewed the matter or performed an action in the matter |