Before you get started with Setting up your Legal Project, it’s important to understand how Fibonacci is set up to support the way you work. We want to give you lots of flexibility but still ensure you get automated reporting, data confidentiality, and the security you need. We’ve created a dynamic structure that consists of two related parts, Portfolios and Matters.

A Portfolio is a single, secure area for you to create and successfully deliver your project. It helps to think of a Portfolio as a large fenced-off area that only contains information relating to a single Organisation or Client. Within a Portfolio, you can create as many Matters as you need in order to break down the work which needs to be delivered (into Matters) in the way that makes the most sense for the project. Important information like Task status, Events, and Documents data from each Matter automatically “rolls up” to the Portfolio so you will always have visibility of what's happening across your project.

For more information on what's in a Portfolio click here.

A Matter is a single, secure area that represents a distinct body of work with its own scope, timeline, and deliverables within a Portfolio. Matters are generally part of a Portfolio but can be standalone as well. Each Matter can have its own security permissions which may be different to the Portfolio they belong to. This means that you can have different teams working on different Matters but all still contributing to the same project (because they’re part of the same Portfolio). Important information like Task status, Events, and Documents data from each Matter automatically “rolls up” to the Portfolio.

For more information on what's in a Matter click here.