AppColl manages complex matter ownership by allowing multiple roles such as attorney, partner, or foreign associate to be associated with a single matter. This structure ensures every team member has the right level of visibility even if they are not the primary task owner.
Once your team roles are assigned in the Matters module, use the Affiliated/Open filter in the Tasks module to instantly expand your docket to display any tasks you are associated with. This includes any matter where you are listed as a partner, contributor, paralegal, or foreign associate so no deadline slips through the cracks.
Enable this view by navigating to the Tasks module, selecting Affiliated/Open from the report filter dropdown, and exporting the report.
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