ByIndex Associates

Matters

Matter01

All major date details etc are maintained on the front of the form.

Matter02

A pre-installed standard set of mater task lists are provided these can be modified or completely replace with your own. Action dates can be entered manually of generated automatically from one of a number of various “starter dates”

Tasks can be marked as complete, initialed and dated

Matter03

To associate the applicant, instructor, associate etc to a matter simply pick them off the “company Ref” drop down combo list

Matter04

General “office” notes and report information

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