Matter: Difference between revisions

Revision as of 11:05, 9 August 2023

A matter is the primary unit of work in ContactsLaw. It groups together all of the documents, invoices and tasks pertaining to a particular legal service, consultation, prospect or administrative topic.

Types of Matters

Client - Intended for the provision of legal services.
Prospect - Used to marketing and other pre-engagement activities.
Administration - Used for managing the business.

Properties

Matters have the following properties:

Code derived from the client number
Description and optional court action
Contacts in various categories and roles
Workgroup that determines the semantics and behaviour of the matter
Storage (electronic or hard copy)
Notes
Quotes for pre-filling invoices
Fields for storing arbitrary information
Tags

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 A '''matter''' is the primary unit of work in [[ContactsLaw]]. It groups together all of the [[document|documents]], [[invoice|invoices]] and [[task item|tasks]] pertaining to a particular legal service, consultation, prospect or administrative topic.
+== Types of Matters ==
+* '''Client''' - Intended for the provision of legal services.
+* '''Prospect''' - Used to marketing and other pre-engagement activities.
+* '''Administration''' - Used for managing the [[business]].
+== Properties ==
+Matters have the following properties:
+* '''Code''' derived from the [[client]] number
+* '''Description''' and optional '''court action'''
+* '''[[Contact|Contacts]]''' in various categories and [[role|roles]]
+* '''[[Workgroup]]''' that determines the semantics and behaviour of the matter
+* '''Storage''' (electronic or hard copy)
+* '''Notes'''
+* '''[[Quote|Quotes]]''' for pre-filling [[invoice|invoices]]
+* '''Fields''' for storing arbitrary information
+* '''[[Tag|Tags]]'''
 [[Category:Matters]]