The introduction of the Bulk Matter Creation app equips firms with powerful tools to streamline the onboarding process for new clients and matters. It also enables efficient management of these matters through bulk update capabilities. Key features include:
- Linking related matters using a Recurring Matter Template
- Creating matters and cards in bulk via CSV upload
- Bulk editing of matter fields and Critical Dates
- Attaching precedents
You can watch a short lesson on the LEAP University or read our HelpCentre article to find out more, and if you'd like to help us in this early adopter phase of release please drop John Flanagan, Head of Product, a line for further information.
