Matters
Organize and track all your legal matters in one place.
What is a Matter in OctoGenie?
A matter is any legal problem or task that a client brings to a lawyer. The Matter feature in the OctoGenie platform helps you manage, organize, and track all your legal matters in one place.
Examples of legal matters:
- Filing a lawsuit
- Drafting a contract
- Registering a trademark
- Giving legal advice
- Managing a property dispute
Creating a New Matter
Manage, organize, and track legal tasks
Creating a New Matter
A matter is any legal problem or task a client brings to a lawyer. The Matter feature helps you manage everything in one place, including filing lawsuits, drafting contracts, registering trademarks, and giving legal advice.
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Login and Navigation
Log in to your OctoGenie account and click on 'Matters' from the left-hand menu.
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Add New Matter
On the top-right side of the page, click the '+ Add New Matter' button.
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Provide Matter Details
On the Create New Matter form, click on 'Matter Details' to provide the basic information about the matter.
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Add Parties & Contacts
Click on the 'Parties & Contacts' button to add the parties involved and their contact details.
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Set Assignment & Status
Set the assignment, status, and additional matter details by clicking on the 'Assignment & Status' section.
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Upload Relevant Documents
Click on the 'Relevant Documents' section to upload files related to this matter (Optional).
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Finalize Matter Creation
Click on the 'Create Matter' button at the right bottom to finalize.
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Linking a Client to a Matter
Associate clients with their legal tasks
Open Matters
Go to the Matter section from the main menu.
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Access Matter
Open the matter to which you want to add a client.
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Go to Assignment & Status
Click on the 'Assignment & Status' tab.
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Select Client
From the 'Add Client' field, select the required client from the list.
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Updating Matter Status
Track the progress of your matters
Navigate to Matters
Go to the Matter section from the main menu.
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Open Relevant Matter
Open the matter to which you want to update the status.
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Go to Assignment & Status
Click on the 'Assignment & Status' section.
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Update Status field
Update the status from the status field (e.g., Active, Pending, Completed, On Hold).
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Expected Outcome
The matter status is updated instantly throughout the system.
Editing a Matter
Keep matter information up-to-date
Go to Matters
Navigate to the Matters section from the main menu.
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Select Matter
Go to the specific matter you want to edit.
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Open Matter Details
Click on 'View Matter' to open the matter details page.
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Click Edit Button
Click the Edit button to enable changes to the matter information.
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Update and Save
Update the required matter details and save the changes.
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Expected Outcome
The matter record is accurately updated with the new information.
Bulk Uploading Matters
Onboard large volumes of data efficiently
Navigate to Matters Module
Log in and click on Matters from the left-hand navigation panel.
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Click on Bulk Upload
On the top-right corner of the Matters page, click the 'Bulk Upload' button.
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Select Download Template
Click on the 'Bulk Upload' option and select 'Download Template' to download the sample Excel file.
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Download Excel Template
Download the provided Excel template which contains predefined columns required for matter creation.
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Fill in Matter Details
Enter details for each matter in a separate row. Ensure all mandatory fields are filled correctly following the data format.
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Upload the Completed File
Save the Excel file and upload it using the Bulk Upload option.
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Validate and Submit
The system validates the data. If there are errors, correct them and re-upload. Once successful, submit the file.
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Confirmation
Successfully uploaded matters will be created automatically and appear in the Matters list.
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Expected Outcome
Multiple matters are created efficiently and ready for management.
Exporting Matters to Excel
Offline review and reporting
Navigate to Matters Section
From the left-side menu, click on Matters.
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Review or Filter (Optional)
Use the search bar or filters to find specific matters you want to export. Select individual matters using checkboxes if needed.
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Click Export to Excel
On the top-right corner of the Matters page, click the 'Export to Excel' button.
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Download the Excel File
The system automatically generates and downloads the Excel file containing the matter details.
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Open and Review
Open the downloaded file to view information such as Matter ID, Title, Status, Priority, and more.
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Expected Outcome
Matters are exported into an Excel file for easy sharing and documentation.
Using Filters in Matters
Quickly find and organize matters
Go to the Matters Module
Click on Matters from the left-hand menu.
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Click on Add Filter
On the top-right of the Matters list, click '+ Add Filter'.
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Select a Filter Type
Choose from options like Status, Matter Type, Priority, Assigned To, Filing Date Range, or Created Date Range.
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Apply Filter Criteria
Select or enter the required values for the chosen filter. Multiple filters can be applied at once.
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View Filtered Results
The list updates instantly to display only the matters matching your criteria.
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Modify or Clear Filters
Change values or remove filters to return to the complete Matters list.
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Expected Outcome
Efficiently manage matters by viewing only the most relevant records.