The starred matter functionality in Apperio allows you to track matters that are important to you. Once you’ve starred a matter, you will receive weekly email updates on the matter as it approaches 75% and 100% of the matter budget. These thresholds are set by default, however to suit your business needs these can be changed, or additional ones can be added.
How to Star a Matter
You can star a matter directly from the matter list.
Select the matters tab from the Apperio menu.
Click on the star button next to a chosen matter. This will star your matters in Apperio.
You can quickly filter the list to find a list of all your starred matters.
- On the matters list select the filters icon and toggle 'Starred matters only' to green
Select CLEAR FILTERS To remove all filters
You can also star a matter directly from the detailed matters page
Select a matter from the matter list
Click on the star button
In the weekly email, Apperio also provides you with a summary of your top 5 starred hourly matters organised by spend. At a glance you can see if these figures meet your expectations or whether more, or less, spend has been accrued than you would expect. If something looks amiss you can dive into the details by following the links into Apperio.
Example: Emailed summary of the top 5 starred matters