- Intestate – Use Adversarial note at bottom
- Contested – Use Adversarial Note at bottom
- Court permission to distribute
- Post-petition for Probate
- Unknown Heirs
- Awaiting documents
- All documents collected
- Assets exceed 100k
- Assets under 800k
Once you assign a tag to a matter, they will appear at the top of the matter
How to Assign and or Edit Matter Tags
- Within your open matter, click the + at the top right of the screen. Add (1) Staff Tags or (2) Custom Tags.
- Click outside the tag box to close it. To add an additional tag within your open matter Edit Tags and add additional default options.
Did you know...
- You can organize your matters on the home screen by matter tags using the filter.