As a current customer of DISCO, you will receive an organization account. Only organization administrators will have access to this account, which will give you access to the Organization Manager, where you can add, edit, and delete all matters, review databases, and users associated with your organization.
The Organization Manager contains all matters that you are using DISCO to resolve for your firm or business. Each matter can have one or more review databases that hold your documents.
Creating a new organization matter
- On the Case Builder home page, click the
icon and then click Organization Manager. - In the Menu dropdown, click Matters.
- On the My Matters page, click Create new.
- In the New matter dialog, enter the style, short style dialog name, client-matter, owning organization, and any notes about the matter.
Select the Use short style checkbox if you want the matter to be listed with the short style name. The Display name will be used throughout Case Builder. - Click Next.
- Select the checkbox if you want to create a review database in this matter. If you do, add the name of the database and any billing instructions.
- Click Create. The new matter will appear on the My Matters page.
Editing existing organization matters
- On the Case Builder home page, click the icon and then click Organization Manager.
- To the right of the matter you want to edit or delete, click the ellipsis and then click Edit matter info.
- In the Edit matter info dialog, you can modify style, short style, display name, client-matter number, owning organization, and notes about the matter. When you are finished editing, click Save.
Matters with active review databases cannot be deleted until the review databases are deleted or moved to another matter.