TeamConnect Legal provides two formal types of matters:

•Dispute Matters—Track adversarial legal matters, formal litigations, and informal disputes.

To meet the needs of various types of disputes, the Dispute record is organized to include common information that is applicable to all types of disputes, and then adds additional information when you add categories to the dispute record.

•Transaction Matters—Manage general business law matters. A transaction matter enables the transactional practice group to manage a matter from its inception through its life cycle, with one matter record capturing and reusing pertinent information.

To meet the needs of various types of transactions, the transaction matter record contains common information applicable to all types of business law matters, from contracts to intellectual property matters, and adds additional information according to the category that applies to the transaction. See Relating Involved Parties for more information.

Dispute and Transaction matters have additional pages on which you can enter related matter information. There are some pages and wizards that are exclusive to Dispute matters only and some are common to both matter types.

Dispute and Transaction Information

The following pages are common to both Dispute and Transaction matters. These pages have the same format, but the type of information entered may vary based on the matter type.

•Activities—Manage appointments and tasks that apply to this matter. See Scheduling Matter Appointments or Tasks for more information.

•Narratives—Enter and review notes that pertain to a matter. See Creating or Editing Narratives for more information.

•Related Advice—View, add, and modify Advice and Counsel matters that are related to a Dispute or Transaction.

•Related Matters—View or set the relationships that the selected matter may have with other Dispute or transaction matters.

•Supplemental—View and edit events and details that can occur during a matter, such as allegations, violations, and discovery sanctions. See Managing Supplemental Information for more information.

Dispute-specific Information

The following pages let you enter additional information related to Dispute matters:

•Damages Summary—View and enter damage summaries, including the type of damages and the damage amount. See Entering or Editing Dispute Damages for more information.

•Disposition—View or enter award information for a dispute, such as the type and amount of the award, and to whom the award was paid. You can also view information about Dispute dispositions. See Managing Dispute Dispositions for more information.

•Negotiations—View or enter negotiation details, including the demand amount and the offer amount. See Entering or Editing Dispute Negotiations for more information.

•Supplemental—View and edit events and details that can occur during a dispute, such as allegations, violations, and discovery sanctions. See Managing Supplemental Information for more information.

Additionally, Dispute matters provide the following wizards:

•Create a Subpoena—Create a subpoena record that is related to the selected Dispute record. You can create subpoena's only for Dispute records that are assigned to the Subpoena category and you cannot add any other categories to this record. See Creating a Dispute Subpoena for more information.

•New Jurisdiction—Link a court and a judge to the Dispute record and enter the docket number so that this information is readily available from within the dispute. To access the jurisdiction wizard, the Lawsuit category must be assigned to the Dispute matter. See Adding a Dispute Jurisdiction for more information.

•Opposing Party—Link opposing parties and their representatives to the Dispute record so that this information is readily available from within the dispute. To access the wizard, the Dispute matter must be assigned to the General Liability/Claim or Lawsuit category. See Adding a Dispute Opposing Party for more information.