UserVoice Forum

Welcome to Matter Center for Office 365’s UserVoice forum! Throughout our time working on Matter Center, we have assembled feedback from various types of stakeholders: End Users, IT Administrators, CIOs, CEOs, Support Teams, Deployment Teams, Records Managers, Security, Privacy and Accessibility managers, and many others. We have started to post that feedback here on UserVoice and will continue to add more as we progress.

Please add your IDEAS and FEEDBACK as well as VOTE on existing ideas. We will frequently review input received and use the information and voting data to drive the roadmap and priorities. We look forward to an interactive forum to discuss your ideas and feedback!

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  1. After initial creation, provide the ability to edit Matter and Client metadata

    Manage Matters and Clients. Provide ability for a user to edit metadata properties associated with a Matter (Client Name, Matter Name, Matter ID, Matter Description, Practice Group, Area of Law, Sub Area of Law, Matter Type, Conflict Check data, etc.), as well as Client metadata (e.g., Client Name, Client ID). Insure referential integrity is maintained for all entities in Matter Center (e.g., if Matter Name is updated, insure that Matter Name property for all existing documents associated with this Matter are updated as necessary, and that all new documents uploaded are appropriately tagged with new Matter Name; if Client Name…

    8 votes
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    • Provide ability to create a new matter from the Matter Center Web/SharePoint menu

      Extend the ability to create matters beyond through the Outlook add-in, extend to the Office app and more importantly, the Matter Center on the Web (SharePoint).

      4 votes
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      • Develop Matter Lifecycle w/workflows, add Matter Status and Matter Health indicator.

        Design a Matter Lifecycle with associated systematic workflows (e.g. when 'closed' declare records in-place or send to a records repository (e.g. SharePoint Records Center), add the ability for a User to select the status of a matter (e.g. in-progress, cancelled, on-hold, complete, archived) as well as provide a health indicator (red, green, yellow) as the Matter moves through its lifecycle.

        3 votes
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