Wednesday Wisdom: Use Custom Matter Fields To Access Key Case Info
The advanced search feature allows for the creation of custom reports for all dimensions of the law firm. Its flexibility also expands into the realm of key matter data. Using Rocket Matter’s custom matter fields, users can organize matter information so that it can be quickly accessed with advanced search options.
It is important for firms to develop a set of key data fields that are important to every matter. This would be important information an attorney may need while on a phone call or when scheduling meetings.
Then, in the advanced search options, enter a matter name and search any of the custom fields.
The search results will provide quick access to key matter information.
As always, remember you can save and export your search for future use.
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