Assigning a Matter Pipeline

Once the client is selected, you must assign the appropriate matter pipeline. The pipeline helps categorize and track the progress of different types of cases. To choose a pipeline, click on the Pipeline dropdown menu and select the one that best matches the nature of the matter. Different types of legal cases may require different pipelines, so it is important to select the one most relevant to the matter at hand, ensuring that the case will follow a suitable workflow for effective management.