Matters

Here we describe how to work with matter records in ALB, including searching for existing matters, adding details of new matters, and money laundering checks.

In this section:

• Searching for a matter
• Adding a matter
• Money laundering check
• Adding matter details
• Creating labels
• Locking a matter record
• Emailing from a matter
• Adding a matter to a module
• Reports on matters
• Preventing new matters
• Restrict the editing of banks and branches on matters
• Archiving a matter