To easily organise, track and manage your spend you can organise your matters into folders. The best way to organise folders is in a way that matches how you want to track your legal spend and set budgets.
Assigning Matters into Folders
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Navigate to the Matters page from the Apperio menu on the left
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Identify the matter you would like to sort into a folder from the matter list and select Edit on the far right
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Under Quick Matter Edit select a folder from the drop down list to sort your matter
Using Folders to View Your Spend
You can view and monitor the spend across all your folders from the Apperio dashboard.
On the dashboard select a folder from the filter drawer. This updates all figures and charts on the page to reflect the spend in the folder. You can only view one folder at any one time on the dashboard.
For more information on how to set up folders for your business, contact your Customer Success Manager or email support@apperio.com.