Task guide
Moving matters through stages
Advance a matter to its next stage, see what its stage still asks, give the sign-offs a stage asks of you, move many matters on at once, and read how matters flow through each stage.
Where the matter stands
A matter whose type runs a stage set shows its stage on its Overview. Under Before it moves on each thing the stage asks is listed as met or missing, with the way to where it is met: the details to fill in, the task to finish, the document to file. Sign-offs lists any the stage asked for, and Stage actions what the stages did as the matter entered them, with any failure and its reason. Where an action failed, Run again tries it once more.
Advance
Choose Advance on the matter. The stage its rules choose is offered first, with the rule that chose it. Where something is still missing, the matter does not move on and the list says what.
- Where you may move a matter on past what its stage asks, you may move it on anyway, with a reason. The override is recorded on the stage history and counted in the stage analytics.
- To go to another stage than the one its rules choose, give a reason.
- Moving back a stage, or taking the matter out of its stages, also asks why.
Entering the new stage runs its entry actions.
Sign-offs
A sign-off a stage asks of you waits in your Approvals inbox, under Matters, and on the matter. Give sign-off gives it; Decline asks why, and the matter's lawyer is told. Only the person asked may decide it, and only while the matter is still in the stage that asked.
Move many matters at once
In the Matters register, tick the matters to move (at most fifty at a time) and choose Advance stage. Each matter is checked against its own stage and branching; those that pass move to the stage their rules choose. The report lists which moved where and why each of the others did not. Nobody's stage is overridden in bulk.
Stage analytics
Matters, Stage analytics reads one stage set over a period: for each stage, how many matters entered it, how many moved on, went back, were moved on past its criteria or closed in it, and how long the stays that ended lasted, on average and at the median. Split reads the same figures by matter type, office or lawyer. Select a figure to open the matters behind it. Matters stuck past a stage's days are on the Time in stage tab.
You see only the matters you may read; a matter behind an ethical wall is never counted.
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Read next
- Stages as workflow stepsMake each stage a step of the firm's work, with what it asks before a matter moves on, what it does on entry, which stage comes next, what happens while a matter waits, and the tabs it hides.
- The matter register, views and dashboardFilter the matters you need, save the view for next time or share it with the firm, find files nobody has touched, read budgets across matters, and read a matter at a glance.
- The approvals inboxEvery decision the firm asks of you in one place, what you asked of others, what you decided, and who decides for you while you are away.