Hivelight

How to sync a matter from Hivelight to your practice management system

How to use matter status updates

How to use matter notes

How to update matter properties in Hivelight (type, jurisdiction, description, name)

How to archive, unarchive, and delete a matter

How to use matter tags

Quick access to client goals and case resources (Resources & Insights feature)

How to update the matter type of your matters in bulk

How to Sort and Filter the Matter List

Ash Kelso

Matters

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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