Matters
Open, run and close matters, with parties, stages and notes.
Set up a matter
Open a matterCreate a matter in five steps, from its details and people to billing, access and a final review. Chronica keeps a draft on your device until you create it.Find your way around a matterLearn what the header, stage bar, tabs and Overview cards on a matter show, and where to go for each job.Add parties to a matterRecord who is on your side, the other side and opposing counsel. Everyone you add is checked in future conflict searches.Stages and matter templatesSet up the steps a matter moves through, with starter tasks and folders, and move a matter from one stage to the next.
Day-to-day work
Assign and track tasksAdd tasks to a matter, give them to a colleague with a due date and reminders, and follow them through to done.Keep matter notesRecord calls, attendances and research on a matter, mention colleagues, set a next action date, and add a follow-up task or billable time as you save.Close a matterCheck what's still open on a matter, close it when the work is done, and reopen it if you need to.
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