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CommunityIs it possible to separate Estate Administration and Estate Planning from being under the same matter type on matter opening? It creates a bit confusion with team members

Is it possible to separate Estate Administration and Estate Planning from being under the same matter type on matter opening? It creates a bit confusion with team members

Amber Subritzky (Customer) asked a question.

Is it possible to separate Estate Administration and Estate Planning from being under the same matter type on matter opening? It creates a bit confusion with team members

Screenshot 2025-05-08 151410


Robyn Beresford likes this.
  • Hi Amber,

     

    Thank you for posting your query! We appreciate your suggestion. We recommend sharing this idea on our Feedback and Ideas page, where other community members can vote on it. This helps ensure it gains visibility and is considered for review by our Product team.

     

    You can find more information about our Feedback and Ideas page here.

     

    Regards,

    Zorayda Marcojos-Bagsik

    LEAP Product Team

     

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Is it possible to separate Estate Administration and Estate Planning from being under the same matter type on matter opening? It creates a bit confusion with team members