This guide explains how to use CaseQube’s Matter Plan to organize and track a personal injury matter from start to finish. It shows how to access a matter, view and filter tasks by status or type, assign ownership, and update progress. It also explains how to create a full set of tasks for a case and switch between list, timeline, and calendar views for monitoring. Use it to streamline workflows, ensure accountability, and keep deadlines visible.
1. Step 1: Login To Salesforce
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Navigate to CaseQube-Personal Injury
- Open the Matter
- Click Matter Tab
- Select Matter you want to work on
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2. Step 2: Understanding the Matter Plan
A Matter Plan in CaseQube is a structured workflow that outlines the tasks, stages, and key activities required to manage a legal matter from start to finish. It acts as a roadmap for the case, ensuring work is completed in the correct order, by the appropriate team members, and within required deadlines.
- Click on the Matter Plan tab within the matter record.
- Task Status Filters
Use the status options to view and organize tasks:- Pending
- In Progress
- Completed
- Deferred
- Status Field
Update the status of a task to reflect its current progress. - Assigned To
Assign tasks to yourself or other members of your team to ensure accountability and ownership. - Type Filter
Filter items by type:- All Types
- Task
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3. ### Step 3: Creating a Matter Plan
- Click Create Activities
- Select the Task Set that applies to your case
- Click Create Activities again to generate all tasks in the set
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4. ### Step 4: Viewing and Understanding Tasks
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Pending Tasks will automatically update as new tasks are generated
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You can switch between List, Timeline, or Calendar views depending on how you prefer to track progress
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