Matters

The Matter Index page contains quick links to all of your Matters: master files organizing all Engagements. Use the Action...

Matters are used to organize all of your related Engagements under one umbrella.  Create a new matter to get started...

Navigate to the Matter details page to begin adding Engagement requests. As your Engagements progress, status and summary information for...

Organize existing Engagements by linking them to a Matter. Engagements that are not currently associated with a parent Matter can...