Setting up Matter Stages - EvolveGo

Use matter stages to keep track of how a matter is progressing through its lifespan.

To set up Matter Stages for various matter types, navigate to EvolveGo Settings and click on the Matter Stages tab.

Existing Matter Stage Sets will be shown and can be amended by double-clicking. Otherwise, click the Add New button to begin a new list.

Fill in the following information:

1. Name of the Stage Set
2. The Matter Typethe Stage Set will apply to.
   • You can create multiple Stage Sets for the same Matter Type.
   • You will be able to choose which Set to use on each new matter of this type.
   • You can also select multiple Matter Types for the same Stage Set.
3. Start adding stages and click New Stage to enter another. Individual stages can be moved up or down the order by the arrow buttons.
4. Each stage only requires a Name to be entered.
5. You can also choose to add an automated Client Portal Message to be sent when the new stage is reached for the first time on each matter.

Add a Client Portal message to a matter stage

You may wish to have an automated Client Portal message fired off to staff members or clients when the matter moves to the next stage. To set this up:

1. Select Add an automated Client Portal message.
   
2. Choose who the Client Portal message will be sent to from the drop-down list.
   
3. Type your message. Use the Insert Field drop-down list to enter variable fields in the message (e.g. Client Name, Matter Number).
   
4. Click Save to return to the Stage Set.
5. Repeat if you want to set up different messages/recipients for each stage.

Note: The message will be sent when you first set this particular stage on any matter.

Good to know

• If you amend a Stage Set and there are existing matters using that set, the set will be updated on those existing matters automatically.
• If a stage is removed from a Stage Set and there were existing matters that had that particular stage selected, then that stage will remain selected on those matters. Once a matter is updated to a new stage, the deleted stage will disappear.
• If you change the matter type of a matter, it will remove the Stage Set applied to it if the new matter type is not compatible with that set.