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01. The Matter Dashboard and Adding a Matter
Matter Dashboard The Matter Dashboard is a quick and efficient way to find, view, and modify Matters which you have created. To access it, click on “Dashboard” from the Matter menu under the Practice ribbon. This will take you to the Matter Dashboard… |
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02. Adding a Related Contact to a Matter
What is a Related Contact? A Related Contact is a contact record that has some sort of relationship to a Matter. When you add a Contact to a Matter you must specify how the Contact is related to this Matter. For example, although you may have a Contact in… |
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03. Matter Notes
Notes The Notes tab will allow you to create and view any quick notes on a Matter, and allow you to send a notification to your Staff regarding that Matter. Click on the Notes tab and then click the Add (+) button. Remember that Notes cannot be added to the… |
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04. Adding Matter Members
Adding Matter Members Adding Staff members to a Matter is easy. Open up a Matter via the Matter Dashboard or Edit Matter form, and click the Members tab. A Matter Member is any Staff Member that you would like to give access to the Matter. For example, you… |
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05. Advanced Matter Search
If you don't remember the matter reference, the matter id, or client's name, you can browse matters by type or staff. On the Matter dashboard, click the Filter icon (it looks like a small funnel) to narrow down the list of matters by staff, matter type/subtype,… |
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06. Key Dates (HoudiniESQ 1.8.8+)
Key Dates Key Dates are a new feature in HoudiniESQ 1.8.7. In our experience working with firms, we have found that most of them will require several different customized Date fields to specify important dates to a Matter, such as when a case is going to… |
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07. Remote Client Access (RCA)
HoudiniEsq Client Access provides law firms with a competitive edge in today's market place. Here are two videos on the subject. How Remote Client Access is Managed IMPORTANT : Client access is granted at the matter level. You will find the client access… |
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08. Closing A Matter
How do I close a matter? Open the the Matter and click the [√] Close checkbox. You will also be able to specify a reason for the closing, these are configurable in the Classifications tab of the Organization Settings. In addition you will also be able to… |
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