How Do I Create A New Matter Refer to matter types for state specific instructions on how to finalise creating a new matter. if you are unsure which matter type to use for a specific matter, reach out to your account manager or view our matter types for additional best practices. Trisearch builds the best customized recruitment solutions with an award winning, tech forward firm. we provide white glove services including rpo, executive search, mid level management recruiting.
How Do I Create A New Matter When creating a new matter, you can apply the matter template by selecting the matter templates tab. expand the category folder to select the matter and then select next or create. Triconvey's matter details section appears overwhelming when you create your first matter. this article outlines where to enter relevant information to the matter. Use matter stages to keep track of how a matter is progressing through its lifespan. 1. select the gear icon from the top right corner of the triconvey desktop app. 2. select matter stages. tip: existing matter stage sets will be shown and can be amended by double clicking. 3. click add new to begin a new list. 1. enter name of the stage set. 2. Navigate to the ‘new matter’ tab at the top of the dashboard. choose your state of conveyancing then select ‘conveyancing’ drop down. select the star icon at the right of the chosen matter type to save it to favourites. repeat step 3 & 4 for additional state matter types.
Create A New Matter Trisearch Use matter stages to keep track of how a matter is progressing through its lifespan. 1. select the gear icon from the top right corner of the triconvey desktop app. 2. select matter stages. tip: existing matter stage sets will be shown and can be amended by double clicking. 3. click add new to begin a new list. 1. enter name of the stage set. 2. Navigate to the ‘new matter’ tab at the top of the dashboard. choose your state of conveyancing then select ‘conveyancing’ drop down. select the star icon at the right of the chosen matter type to save it to favourites. repeat step 3 & 4 for additional state matter types. Modified on: fri, 21 jun, 2024 at 2:32 pm notes can be used to record and remind you of something specific in each matter. default notes can be set for different matter types so that new matters opened will already have the default notes in them. To duplicate a matter: 1. open the matter you wish to duplicate. 2. click file and then select duplicate matter. this will create a new matter and will contain all of the identical information entered into the original matter. tip: workflow tasks and documents will not be copied over to the duplicate matter. was this article helpful?. Creating matter types & templates, creating & opening new matters, adding contacts. creating and using tasks when opening and navigating your matters. how to navigate worklows and create custom workflows to suit your process. setting up and creating precedents, letters and forms within your triconvey matters. Any matter stages you have created under this matter type will appear in the matter configuration, allowing you to set them as default for new matters. learn more about creating new matter stages.
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