In the legal profession, efficient matter management is crucial for delivering quality services and maintaining client satisfaction. Actionstep’s Matter Types feature offers a customizable and streamlined approach to handling various legal matters, enhancing productivity and organization within law firms.

Matter Type is also named Case, File, etc., by other platforms.

Understanding Actionstep Matter Types

In the legal profession, efficient matter management is crucial for delivering quality services. Actionstep Matter Type offers a customizable approach to handling legal cases, improving productivity and organization within law firms.

Benefits of Actionstep Matter Type

Actionstep allows firms to create tailored Matter Types that align with legal processes. You can customize each Matter Type with workflows, tasks, folder structures, document templates, and billing arrangements. This customization ensures relevant data is easily accessible, making case management more efficient.

Creating and Editing Matter Types

Administrators can create or modify Actionstep Matter Types to fit the firm’s needs, which involves defining the Matter Type name, description, and settings such as billing options and workflow steps. Customizing these aspects ensures efficient operations.

Switching Between Matter Types

Actionstep offers the flexibility to convert an existing matter from one type to another, making it easier to adapt as a case evolves and requires a different workflow. As a result, the system retains essential information like matter numbers, names, file notes, and documents. Additionally, you can seamlessly map party details and custom data, ensuring a smooth transition.

Setting Up Related Matter Types

For connected cases, Actionstep allows relationships between different Matter Types. This feature facilitates collaboration across related matters by enabling information sharing. Administrators can define which Matter Types should be linked, ensuring smooth workflow transitions.

Final Thoughts on Actionstep Matter Type

Actionstep’s Matter Type feature provides law firms with a powerful way to streamline case management. By leveraging customizable workflows, automation, and seamless matter conversion, firms can improve efficiency and client service.