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're informed about every matter.
What does this feature do?
It lets you view the matter how a matter administrator would see it. This is a read-only access. You can't take any actions in this view
When you do this, the audit trail in the:
Legatics Admin System records that you viewed the matter (together with details about the matter you viewed)
Matter will record what you view in the matter (the words "system admin" is added after your name).
Limitations
You can only view one matter at a time. If you try to view multiple matters, you'll run into errors. So, before you view another matter, make sure you close the tab containing the matter you're viewing!
You can only view the matter as an organisation that has matter administrator rights
How do I use it?
Step 1: Click "Matters" in the sidebar
Step 2: Find the matter, click on the three dots, and select "View matter"
✅ The matter will then open in a new tab
If you need further help, please email us at support@legatics.com.