Global administration

Administration

Manage application users and the matters they can access. Matter setup and workflow responsibilities are managed inside each matter.

New workspace

Create matter

Start an empty matter workspace. Add the court, case, debtor, counsel, and notice data later through setup or import.

Application directory

Create user

Create an application account. Grant access to one matter from that matter's Administration → Users page.

Application user

Manage user

Demo data

Generate demo file

Download a synthetic system file that the upload accepts. The same seed always produces the same file. Nothing in it is a real person.

Upload the file on the matter's External data tab as a user who holds the format's upload role. Its pay runs are dated around the as-of date you choose here; the upload takes the case's petition date as its cutoff unless you set this date there too.

Demo data

Add demo team

Create one user for every workflow responsibility in a demo matter, enable their access, and assign the responsibility. The same matter always produces the same people.

Matter state

Archive matter?

Permanent action

Confirm action

Type DELETE exactly to continue.