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Cost Consulting Help Centre

Matters

Open a matter, find it again, and work through it from your worklist.

  1. Create a new matter

    Open a new matter in Cost Consulting: what each field does, which choices are locked after saving, and where the matter appears once you save it.

  2. Work from your worklist

    Use My Worklist to find and open your matters, read the NEW and OPEN badges and overdue markers, filter the list, and see how matters get on and off it.

  3. Search and view recent matters

    Find any matter in your company with Search Matter, see which details the search matches, include completed matters, and reopen recently viewed matters.

  4. Work with a matter

    Manage a matter on the Edit Matter page: update details and milestones, track drafting and taxation, add parties, log file movements and complete the matter.