Matters
Matter Information
The fields, notes, rates, and status stored per matter.
2 articles.
- What information can I store about a matter?Matter records can store the matter name, number, client, status, description, billing settings, rates, notes, tasks, medical providers, litigation workflow data, deadlines, documents, evidence, activity history, and Matter Intelligence outputs (advisory only, Mac) where availabl
- What is a matter number?A matter is the Beagle record for a case, file, engagement, or project. In some technical areas Beagle calls this a “project,” but in law-office terms it is the matter where time, tasks, documents, billing, deadlines, evidence, and litigation information are organized.