Matter Dashboard - Additional Tabs

Matter Templates drive how information should be collected for a matter. If the collection of additional information is required for the matter, they can be setup on the matter template as “Entities”. Some examples of entities are when the matter team wants to collect information about: 

• Parties
• Motions
• Medical Reports 
• Court Attendings

 If “Entities” are defined for a matter template, the user will see a tab with a “+” sign indicating that they can add more information. Clicking on the tab will:

• Open a pop-up screen to allow the user to select one of the available “entities” (e.g., Parties).
• Upon selecting an entity, another pop-up screen will open which collects information about the entity. 
• When the user provides required information and clicks Save, the system will add a new tab and the item will be available in the list within that tab. 
•  If automated tasks/events are setup for the entity, they will be created and can be viewed when editing the entity (or via the Task and Events tabs).