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. Admin's can set up Matter Stage Switches using this guide.
How to Switch to a Matter Plan
- Navigate to Litify Matters > Matters > Select a Matter.
- Within the Matter Stage Component, Select the >> icon. A modal appears.
- Expand the dropdown and select a Matter Plan.
- Save.
