Organising your Matters
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Set up matter templates
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Configure a default folder structure that applies on new matters and leads
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Set up default Matter Tags
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Add and apply Matter Tags to a matter
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Create default Matter Notes
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Managing matter widgets
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Organise and filter matters
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Add a matter type as a favourite
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Link related matters
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Record Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) Obligations in triConvey