Matter Plan Stages can have switches pre-configured. Switches are opportunities to diverge from one Matter Plan to another. For example, a case may go into a settlement negotiation instead of a trial and require a different matter plan. Use matter stage switches to give your plans the flexibility they need to accurately show what’s happening in a case at a specific time.

A Matter’s plan cannot be changed unless switch options are added to the original default Matter Plan.

How to Switch a Matter Plan

  1. Navigate to Litify Matters > Matters > Select a Matter.
  2. Select the >> icon. A modal
  3. Expand the dropdown and select a Matter Plan.
  4. Save.
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