Example of Matter database

Previous   Next

Matter details form (Matter Record)

Every matter is created by this form. It is the hub of all Matter files; a defacto profile document or mini database that contains all information relevant to the matter, or more to point, the conduct of a matter in an operational (Matter) database.

This form is created in the System db, and a copy is created and maintained in the Matter database and on the Server specified under the Administration section of the document. The copy is maintained for three reasons:
1. It gives information on the matter in Main view of the Matters database.
2. Certain values in the copy are accessed by documents created in the Matters database. Whilst these values could be taken from the System db, there is a speed advantage in taking them from the same database.
3. It assists in archiving the matter.

The relevant fields are discussed below
Type: A brief description of the type of the matter. The user must select a type from the list supplied. The list is taken from the Keywords view of the System db.
Solicitors
Sub files
Documents are sub categorised by their file type in the Main view of the Matter db. In addition to the standard types of files (eg Correspondence, Court Documents, Evidence etc), a matter may (and usually does) require matter specific file types. They are inserted here.
Miscellaneous Information:

Related parties
Litigation
Administration