Our training arm of the firm
Have you been tasked with managing Precedents? Need to amend templates but not sure how? Want to create Word and Email precedents in MatterSphere? You do not have to be a developer to manage and create standard precedent documents. Introduction to Precedent Manager can provide you with the skills to produce, manage and maintain your…
How can I create my own tasks and how can I complete the ones I have? There are different ways to complete your tasks, depending on which screen you are in and what the task is. There are also several different task types you can create. View Tasks from: Command Centre > Tasks Matter >…
MatterSphere has the ability to display all your tasks in one place and also in different places depending on the type of task. It will also give you the option to be able to add, edit, delete, assign and unassign to give you full control over your tasks and ultimately your matters. We will cover…
Task lists in MatterSphere can be overwhelming, understanding what all the information means and using sorting/filtering can help you manage both tasks and your time more effectively. Tasks in Command Centre The tasks shown in Command Centre are all searchable and can be shown using different filters i.e. by User Name, Task Type etc. They…
There is now an easy to use GDPR Module available for all 3E MatterSphere systems from version 6.3 onwards. This will allow you to remove Contacts from all related areas should the contact request this. The removal of the Contact entries can only be done by an Administrator with appropriate permissions, however these can be…
Although there is existing functionality within MatterSphere to produce Key dates and a set a reminder tasks, some firms can find these cumbersome to use and a little restrictive. With this in mind Fusion have developed an Enhanced Key Dates package that will simply enter one key date entry but also send multiple e-mail reminders…
Here at Fusion we have recently launched an Online Booking form for MatterSphere Induction courses for all your new staff. We want to ensure that not only do your new starters benefit from comprehensive MatterSphere training, delivered by MatterSphere Experts, but that we provide easy access to this training for all MatterSphere clients. As MatterSphere…
In all our previous blog posts in this series on Excel we have covered using Formatting and validation on empty cells in order to maintain consistency of newly added data. These same skills for formatting can also be applied to worksheets already containing data that you wish to change the formatting to a style of…
Validating is a way of preventing the incorrect entry of data. It can also produce warning screens and error messages to give information to users entering the data. Example 1 You wish to have a column in a worksheet that displays the date in the format of 28 June 2018. You can use the formatting…
Fusion are very excited to be providing additional functionality for the Client Portal provided by Thomson Reuters. The portal allows individuals to be able to login, from anywhere using any device, and view the progress of their matter via the modern looking and feature packed portal. They can exchange messages with the solicitor in question,…