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  1. Litify Help
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  3. Matters + Intakes
  4. Matter Plans

Matter Plans

Learn how to use Matter Plans, Stages, and Tasks.

Matter Tasks

  • Setup Reminders on Default Matter Tasks
  • Edit Tasks on a Matter
  • Filter Tasks on a Matter
  • Add Task to a Matter Stage
  • Add a Task to a Matter Stage
  • See all 23 articles

Configure Matter Plans

  • Activity Timeline Setup Assistant
  • Disable Automated Intake & Matter Display Names
  • Switch to a Matter Plan
  • Add Task Set to a Matter
  • Activity Timeline Setup Assistant FAQs
  • See all 23 articles
  • Matter Plans Overview
  • Create Matter Plans
  • 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
  • Edit Tasks
  • Filter Tasks
  • Add Task to Stage
  • Add Task Set to Matter
  • 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
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