Whats the difference between File Notes and Documents
File Notes: Internal notes and memos about the matter Documents: Letters, forms, emails, court submissions, etc.
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Matter Management in Law App
Learn how to manage matters efficiently in Law App. This category covers creating and updating matters, assigning staff, linking contacts, setting key dates, tracking progress, and using custom fields to streamline legal workflows and improve file visibility.
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How do I assign or change the fee earner on a file
Open the file Click Edit File Update the Fee Earner/Owner field Save -
Where do I store Safe Custody items
Safe Custody items are recorded on the file but managed through the Safe Custody Register. You can link items back... -
Can I search for files by client contact or keyword
Yes. Use the Files > Search screen and filter by: Client Name File Number Matter Type Keywords -
How do I manage folders and documents in a file
Each file includes a built-in folder structure (customisable by your firm). To add or manage folders: Go to Documents tab...
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