Matter

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