Bye Bye Matter Manager, Hello Matter List….

In one of the newest releases of PCLaw (9.20), a new feature called Matter List appeared.  Lets face it, the Matter Manager in PCLaw leaves a little more to be desired.  It has a narrow view and is not that customizable.  The Matter List solves all these problems and gives you the ability to customize your Matter view like you can in TimeMatter and Amicus Attorney.  To get to it, you need to open PCLaw and go to File –> Matter List. 

Here is the default matter view which shows all your active matters.  You have the option to Add Tabs…

Below is the customized matter list that I install for most of my clients.  The first three tabs are for Active, Inactive and Archived Matters.  The next three are Tabs I create are for the Attorney’s in the firm.   After Responsible Attorney Tabs, I list matters by year opened.  I usually do 2000 -  2007, 2008 and 2009.  After that I create Matter Tabs by types of Law.

Besides looking at a lists of matters I can easily select a matter or group of tagged matters and create a prebill, add a Note or change the matter.  I have stopped using the Matter Manager all together now that I have the Matter List. 

Comments

[Hassan Maje]

I still think it can't replace the Matter Manager which has loads of information. Matter List is basicaly for tagging multiple matters and performing any changes at a go, which previously was not possible under the Global Change feature.

BTW it is in 9.30 or is it in 9.20...?