Matters Overview
Matters are the foundational elements around which the ReportsVault platform is structured. Every action—whether it's uploading a document, tracking an invoice, assigning participants, or generating reports—happens within the context of a specific matter. A matter serves as a centralized workspace for organizing, tracking, and managing the lifecycle of a legal file or case.
Information that is typically managed within a ReportsVault matter includes:
- Basic matter profile data (type, description, reference numbers).
- Lifecycle stage tracking (Initiated, In Progress, Closed, etc.).
- Invoice associations for cost control.
- Participant assignment.
- Status updates and matter-level reporting.
- Key documents (contracts, memos, filings, etc.).
- Matter change Logs.
- Related matters for connected cases.
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