Create and edit a case
Create a multi-clients matter
The principle of creating a multi-clients matter is similar to Creating a single-client matter. The only difference that you will need to add each of your client as a "Client" in the matter. You can create a matter with multiple clients: Either by ...
Duplicate a matter
The duplication of a matter allows you to copy identical information from an existing folder (fields, including customized fields, parts, linked contacts, billing conditions, stakeholders and drive access), except: The name of the file: the ...
Creating a matter
1. 1. Creating matters You can create matters in two ways: Via the page listing all your matters Go to the list of your matters by clicking on the "Matters" tab of the left side menu Click on the " button Add a matter" which appears at the top right ...
Edit an existing matter
At any time, you can change the information on a the end of the affair summary. You can change the information of a matter in 2 ways. Method 1: block per block This method allows you to change only in a few clicks the information to be modified. Go ...
Set up a specific hourly rate for a matter
You can choose a specific hourly rate for a matter at the creation of a matter or when editing the matter, in step 3 "Billing". If you select "Hourly rate" in the billing policy field, then the users default hourly rate will be suggested by default ...
Introduction to matters
The Matter page is comprised of different sections: 1: Metrics about the matter 2: Consumption gauge of the flat fee or budget 3: Information about the matter 4: Details of the matter 1. 1. Metrics about the matter This part is automatically ...
Archive a matter together with the associated matter folder in JarvisDrive
Jarvis offers a functionality that allows both the archiving the matter and its related folder in Jarvis Drive files. 1/ Archive a matter and its related folder in JarvisDrive On a matter page you want to archive click on the button at the top right ...
Rename a matter
Attention: Some characters cannot be used in folder names. These are the characteristics ~ "#% & *: < >?? / \ { | } It is also worth avoiding starting the name of a folder with a space, or ending it with a space or point. At any time, you can rename ...
Add a participant in a matter
"Participants" are users who will have access to a matter and be able to add activities (time, flat fees, expenses...), events in the calendar and tasks in this matter. Users with the corresponding User Profile can create or edit matters at any time, ...
Delete a matter
In case of error or duplication you have the possibility to delete an existing matter, if this right is enabled for your User Profile. Attention. - Before deleting a matter verify that it does not contain any invoices, and that the activities it ...
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Access to Settings
Access to parameters To access your settings, click on your initials or photo in the top right corner. Then click on "Settings" to access it. In the Settings, you will be able the content you can customize. IMPORTANT: the Settings menus displayed on ...
Managing the roles of linked contacts
When you create or edit contacts, or when you manage parties of a matter, you have the opportunity to add linked contacts and indicate what role they have. At any time from the Customizable Settings List menu (1), you can add new roles (2), change ...
Manage the types of parties within your matters
When creating or modifying a folder you can add, in addition to the client, other parts: opponent, expert, etc. At any time from the Customizable List of Settings menu (1) you can add new game types (2), change existing typologies (3), or even delete ...
Disable one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...
Change the password of one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...