The "Matters" section in the Administration System is your central hub for managing all aspects of your legal matters. This guide provides a comprehensive overview of the matters page and the actions you can perform to streamline your matter management process.
Structure of page
We breakout your matters into separate tables, so the data is easier to manage. Each section is set out below.
Live matters
Gain a bird's-eye view of all live matters. This table provides a snapshot of essential matter details, including who created the matter and when it was last active.
Demo matters
These are a great way for users to test Legatics. But you'll want to be sure that they aren't being used for client matters. And the demo matters table is your place to do that!
Bin matters
These are matters that have been deleted by a Matter Admin or System Admin, but haven't yet been deleted from the system. Deleted matters sit in the bin for 60 days before being permanently deleted by our system. They can be restored by a System Admin before the 60 day period is up!
Deleted matters
Matters that have been in the bin for longer than 60 days appear here. It's a shame when this happens, as we delete almost all data about the matter (and you lose lots of the valuable data stored in the matter).
But don't worry, we keep some of the metadata (being all of the data in the Matters Report) so that you can still drive analytics and reports.
Note: Prior to 14 February 2024, when a matter was deleted all data was deleted. So any matters deleted prior to this date won't appear in this table.
Data available
The tables focus on providing high-level information, so you can quickly understand if you need to take action on a matter. More detailed information about each matter is available in the Matters Report.
Tip: Not all data is is displayed by default. Press Display columns at the top right of the table to see more data.
Data | Explanation |
Name | The name of the matter |
Client number | Your internal ID for the client the matter belongs to |
Matter number | Your internal ID for the matter |
Deal type | The deal type specified for the matter |
Partner | The Member sets as partner in the matter |
Lead office | The lead office in the matter |
Other offices | Number of other offices in the matters |
Lists | Number of lists in the matter |
Documents | Number of documents in the matter (excludes versions) |
Members | Number of Members in the matter |
Guests | Number of Guests in the matter |
Admins | Number of Matter Administrators |
Created by | Name of user who created the matter |
Created on | The date the matter was created |
Last active | The last date there was activity in the matter |
Deleted by* | Name of the user who deleted the matter |
Deleted on* | Date the matter was deleted by a System Admin or Matter Admin |
Permanently deleting** | Number of days until the matter is permanently deleted from the bin |
Permanently deleted*** | Date the matter was permanently deleted from the bin by our system |
* Only appears in the bin and deleted tables
** Only appears in the bin table
*** Only appears in the deleted table
Actions
You can take the following actions on matters.
Streamline matter oversight by adding administrators with just a few clicks.
Get an understanding of each matter, without needing to be admin of that matter. With the "View Matters" you can see into any matter, ensuring that you stay informed about every matter.
Maintain matter hygiene by easily removing unnecessary matters. The "Delete Matters" function empowers you to declutter and refine your environment, keeping it organized and focused on what truly matters.
Was a matter accidently deleted? No problem, all deleted matters sit in the bin for 60 days. You can restore a matter at any time before the end of that period!