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Matter setup

Managing Practice Groups

Adding a Practice Group to the drop-down

To add a practice group to the drop-down list, do the following:
  1. Select
    Settings
    in the left navigation.
  2. In the
    Company Setup
     section, click
    Practice Groups
    .
  3. Identify the level under which the practice group should be created and click
    Add Subgroup
    . For example, if you want to create a practice group under the top level of All Practice Groups, click
    Add Subgroup
     to the right of
    All Practice Groups
    .
  4. Enter the name of the practice group in the form provided.
  5. On the toolbar, select
    Save & close
    .

Editing an Existing Practice Group in the Drop-down

To edit an existing practice group, do the following:
  1. Select
    Settings
    in the left navigation.
  2. In the
    Company Setup
     section, click
    Practice Groups
    .
  3. The screen will show the existing practice group in the drop-down. Click on the name of the practice group you would like to edit.
  4. Edit the name of the practice group in the form provided
  5. On the toolbar, select
    Save & close
    .
note
Editing a practice group automatically changes the value in existing matters. If you edit a practice group, it will change the value in the matters that have already been created. You will have to log out for the change to take effect.

Moving or Reorganizing Practice Groups

  1. Select
    Settings
    in the left navigation.
  2. In the
    Company Setup
     section, click
    Practice Groups
    .
  3. The screen shows the existing practice groups. Press and hold down the mouse button to drag and drop the practice group to its new location.
note
Moving or reorganizing practice groups automatically changes the value in existing matters. If you edit a practice group, it will change the value in the matters that have already been created. You will have to log out for the change to take effect.

Deactivating a Practice Group

There is not a significant difference between deleting and deactivating practice groups. Generally, you would deactivate a practice group if you think you want to keep a historical record of practice groups.
  1. Select
    Settings
    in the left navigation.
  2. In the
    Company Setup
     section, click
    Practice Groups.
  3. The screen will show the existing practice groups. Click on the name of the practice group you would like to deactivate.
  4. Uncheck the
    Active
    box.
  5. On the toolbar, select
    Save & close
    .
note
Deactivating a practice group does not change the value in existing matters. If you deactivate a practice group, it will not change the value in the matters that have already been created. To change the selected practice group in the matters that have already been created, go into the matter and edit the selection once the practice group has been deactivated.

Viewing Deactivated Practice Groups

  1. Select
    Settings
    in the left navigation.
  2. In the
    Company Setup
     section, click
    Practice Groups
    .
  3. The screen will show the existing practice groups. In the drop down list, choose
    Both active/inactive
    .
  4. Click the
    Change View
    button. The deactivated practice units will be displayed with a strikethrough.

Reactivating a Practice Group

  1. Select
    Settings
    in the left navigation.
  2. In the
    Company Setup
     section, click
    Practice Groups
  3. The screen will show the existing practice groups. In the drop down list, choose
    Both active/inactive
    .
  4. Click the
    Change View
    button. The deactivated practice units will be displayed with a strikethrough.
  5. Click the hyperlinked name of the practice group you would like to reactivate.
  6. On the screen that appears, check the
    Active
    box.

Deleting a Practice Group

There is not a significant difference between deleting and deactivating practice groups. Generally, you would deactivate a practice group if you think you want to keep a historical record of practice groups.
  1. Select
    Settings
    in the left navigation.
  2. In the
    Company Setup
     section, click
    Practice Groups
  3. The screen shows the existing practice groups. Click the hyperlinked name of the practice group you would like to delete.
  4. On the toolbar, click thethree small dots icon, then select
    Delete Practice Group.
note
Deleting a practice group does not change the value in existing matters. If you delete a practice group, it will NOT automatically delete the value in the matters that have already been created. To change the selected practice group in the matters that have already been created, go into the matter and edit the selection once the practice group has been deleted.

Export a list of Practice Groups

  1. Select
    Settings
    in the left navigation.
  2. In the
    Company Setup
     section, click
    Practice Groups
  3. On the toolbar, click the three small dots icon, then select
    Export
    .

This article applies to:

  • PRODUCT: Legal Tracker
  • Audiences: Company