Matter Plans
Learn how to use Matter Plans, Stages, and Tasks.
Matter Tasks
Configure Matter Plans
- Add Tasks to a Matter Stage
- Matter Plans Overview
- Determine Statute of Limitations
- About Matter Plans
- Create a Matter Plan
- Assign Matter Plan From Intake
- Prepare a Matter Plan
- Assign Matter Plan While Creating Matter
- Filter Tasks
- Modify a Matter Plan During a Case with Matter Stage Switches
- Clone Matter Plan
- Switch Matter Plan
- Remove & Replace Matter Plan
- Reassign Task Ownership
- Add a Default Matter Task to a Matter Plan