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Matter Groups Overview

Assigning a Matter to a Matter Group

note
Required role:
 Only matter administrators can change matter group assignments.
A matter can be assigned to matter group manually or by using the bulk update tool.
The matter options page for each matter contains a selection for the matter group. This setting can be manually edited in the matter options of a matter by any matter administrator, or it can be bulk updated across multiple matters by a company system administrator or company office administrato).
note
Matter estimates of exposure can accidentally be deleted when a matter is assigned to a matter group. If the matter group specifies that estimates of exposure in litigation matters are to be entered at the matter group level, any estimates of exposure within the matter will be deleted. Thus, while this functionality can simplify the entry of data, if set up incorrectly it can lead to the loss of data. Tracker will provide a warning before any data is deleted.

Manually Assign a Matter to a Matter Group

To assign an individual matter to a matter group (matter administrators only)
  1. Select
    Matters
    >
     Matter list
     in the left navigation.
  2. In the Matter List, click the hyperlinked matter name to open the matter.
  3. From the toolbar, click
    Edit options
    .
  4. For the radio button
    Does this matter belong to a Matter Group
     select
    Yes
    .
  5. Select the group name from the filter menu that appears.
  6. On the toolbar, select
    Save & close
    .

Bulk updating a matter group

Only Company System Administrators and company office administrators only can bulk update a matter group.
  1. Click
    Matters
    >
    Bulk update
     in the left navigation.
  2. In
    Step 1
    , you can filter the list of matters, or leave these filters blank.
  3. In
    Step 2
    , select
    Matter Group
    .
  4. In
    Step 3
    , click
    Generate list
    .
  5. For the radio button
    Does this matter belong to a Matter Group
    select
    Yes
    .
  6. Select the Group name from the filter menu that appears.
  7. Now select the Matter(s) from the list displayed you wish to add to this Group.
  8. From the toolbar, click
    Save
    .

Change the Matter Group Assignment

Matter administrators can change the Matter Group assignment for an individual matter.
  1. Select
    Matters
    >
     Matter list
     in the left navigation.
  2. In the Matter List, click the matter name to open the matter.
  3. From the toolbar, click
    Edit options
    .
  4. Change the Matter Group name from the filter menu.
  5. On the toolbar, select
    Save & close
    .

Remove a Matter from a Matter Group

Only Matter Administrators can remove an individual matter from a matter .
  1. Select
    Matters
    >
     Matter list
     in the left navigation.
  2. In the Matter List, click a matter to open it.
  3. From the toolbar, click
    Edit Options
    .
  4. For the radio button
    Does this matter belong to a Matter Group
    select
    No
    .
  5. On the toolbar, select
    Save & close
    .

This article applies to:

  • Product: Legal Tracker
  • Subject: Matter
  • Audiences: Company

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