Prioritize documents for Active (Open) Matters

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• Prioritizing documents based on different criteria

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• Document Register: Moving digital documents into a Document Register Matter

  /* This script is a template that will help you move library documents (document register / safe custody records) into a general 'Document Register' matter. You should consider this a TEMPLATE that you may want to tweak and adjust for each client's ...

• Create a "Legacy Originating Attorney" field (from __M_Matters_Participating_Entities)

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• Matters: Prepending Client Names to Matters

  The following script will prepend Client Names to Matter Names. For Example: Divorce 2016 would become John Smith --- Divorce 2016 Here is the relevant script: --Prepend all matter descriptions with the client name. UPDATE __M_Matters SET ...