- Add and edit custom referral types
- Create a new matter
- Matter Type Favourites
- Change the Matter Type of an existing matter
- Change the Client's Role on an existing matter
- Set up and use Matter Stages
- Using Matter Templates
- Matter Types Directory
- Add and apply Matter Tags to a matter
- Managing Matter Widgets
- Matter numbering
- Close and archive a matter
- Additional Contact and Edit Role Legal Description
- Conflict Checks
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