You can assign Matter Types to Matters for better organization and more accurate reporting. You can also build case statuses and status transitions to track case progress individually, and on a firm-wide level. Once you add a Matter Type, create some Workflow Statuses and build Workflow Transitions to outline a roadmap for how a particular Matter Type case should progress.

Workflow Statuses allow you to define phases that cases typically go through. They can be broad or they can be very specific, depending on the level of granularity and reporting transparency you would like to achieve. Statuses can also be tied to Matter Templates so when a case transitions into a new phase, Tasks and Events can be layered on automatically.

Workflow transitions are rules used to define how cases are able to flow from one status to another.