Matter Management

Common Questions

• How can I automatically add a fee to every matter that is opened?
• How does the Matter Number Strategy work?
• How do I print a list of my matters in SILQ?
• Cannot see any Matters in the Matters Screen
• What are internal matters and how do I create them?

Creating & Editing Matters

• Creating a matter
• General Tab within a Matter
• Client and correspondent tab
• Rates Tab
• Details and Other Tab
• Make a Matter Inactive
• How does 'Restrict Access to This Matter' Work?
• How do you create a Pro Bono or Speculative Matter?

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Authorities

• Matter Authorities Window
• Authorities - Master List
• Generating a printed Authority List
• Master Authority List

Chronology

• Chronology Tab
• Creating a Chronology entry in SILQ
• Generating a Chronology Document

Conflict Check

• Conflict Check

Custom Fields

• How do Lookups work?

File Notes

• File Notes

Safe Custody

• Safe Custody
• Adding a Safe Custody item in the main Safe Custody window
• Adding a safe Custody Item from the Legal details window
• Borrowing and Returning a Safe Custody item
• Checking Out a Safe Custody item