As a current DISCO customer, 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
- Matters page, click Create new.
- In the New matter dialog, complete the required fields (and optional fields if relevant).
Select the Use short style checkbox to list the matter with the short style name. The Display name will be used throughout Case Builder.
- Click Next.
- Enter Review Database details.
- Click Next
- Complete Billing Details
- Click Create. The new matter will appear on the My Matters page.
Editing existing organization matters
- On the Case Builder home page, 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 and case databases are deleted or moved to another matter.