Organizations and types

Organizations identifies the court, legal department or firm that owns case work. A matter points to one organization and one matter type, and its assigned owner is a team members record. Matter types carries a name, code, effective dates, active state and policy reference under its organization. These links make the working case specific enough for assignment, review and reporting. An unclassified matter is hard to route or compare with similar work.

The App Administrator maintains matter types and checks the approved organization and team member records. Matter Coordinators use that configuration when opening work, while Supervising Attorneys review the resulting case. Keeping organization and type separate allows the team to identify who owns a matter and what kind of engagement it represents. The type’s active state also lets the administrator retire a classification for new work while retaining the cases already assigned to it.

• Organization. Keep a stable code and name for the entity that owns the case work.
• Team. Associate each active person with the right organization before assigning matter or deadline ownership.
• Type. Define the available matter classification, effective dates and policy reference before intake.

List the organizations that may own work and decide how their codes map to existing case sources. Agree which team members belong to each organization and who may review work prepared there. Set the matter types that staff will select at intake and the date each definition takes effect. If a type is retired, leave earlier matters linked to their original classification so reports and review history remain understandable.

Consider a legal department that tracks a filing matter and a separate engagement with another organization. Both matters can have similar subjects, but their organization and type identify the right operating context. The coordinator selects the correct combination at intake and assigns the case owner. A reviewer opens the matter with its linked organization, rather than inferring responsibility from a free-text subject. An Auditor later groups cases by their original organization and type.

Open a matter and follow its owner to the team members record. Confirm that the team member is active and associated with the relevant organization. Check the selected matter type’s organization and effective dates before using it for new intake. Then open a completed case that used an older type. Its classification should remain visible even when that type is no longer offered for new work.

Source mappings can hold reviewed field mappings for a matter type when case data is brought from another source. Agree on the source field, target field and transform rule with the import owner before processing records. A stable code and source reference help the team reconcile imported work to the intended organization and type.

• Active matter types — Current classifications by organization and effective date.
• Matter workboard — Cases grouped by status with their owners and types.

Begin with matter intake, then review data ownership before migrating existing case records.