The Matter Overview page contains all relevant information about a matter. The top section and the All tab provide high-level details, including contacts, Billing Guidelines, financial information, and assigned law firms.
Depending on your organization's configuration, you may not see all of the tabs described in this article.
This article covers the following:
- Viewing the Main Details on the Matter Overview
- Performing Actions
- Sections on the Matter Overview
- All Tab
Viewing the Main Details on the Matter Overview
The Matter Overview page is divided into the main details area at the top and individual tabs at the bottom.
Top Section of the Overview
The main details area displays high-level information about the matter, including matter type, matter number, details and status, law firms assigned to the matter, contacts, matter spend, and several other useful details.
The top section of the page includes the name, number, status and Matter Type.
Performing Actions
Click the plus symbol in the upper-right corner to reveal a drop down where you can perform the following actions:
Depending on your organization's configuration and your roles, some options may be unavailable.
| Action | Details |
|---|---|
| Assign Law Firm | Assign a law firm to the matter. |
| Create Matter Tasks | Add a task or a task set to the matter. |
| Add Calendar Event | Add a calendar event to the matter. |
| Create Budget | Create a budget for the matter. |
| Create Multi-Matter Budget | Create a multi-matter budget for the matter. |
| Add Journal Entry | Create a journal entry on the matter. |
| Create Legal Hold | Create a legal hold on the matter. |
| Create New Matter | Create a new matter. |
| Add Document | Add a document to the matter. |
Using More Actions
Click the More Actions icon (vertical three-line menu) to open a drop-down list of additional actions.
Depending on your organization's configuration and your roles, some options may be unavailable. See this topic for more information on performing matter actions.
| Action | Details |
|---|---|
| Calendar | Click this to access the Calendar for the matter. |
| Change Log | Click this to view the matter's change log. |
| Copy Matter | Click this to copy the existing matter. |
| Close Matter | Click this to close the matter. |
| Delete Matter | Click this to delete the matter. |
| Email Matter | Click this to email a link this matter to another user. |
| Edit Custom Data | Click this to modify custom data collected from the law firms assigned to the matter. |
Sections on the Matter Overview
Matter Basics
This section shows the Matter Type, when it was created, and a description of the legal event.
Law Firms
This section lists the law firms assigned to the matter. It includes:
- Links to each law firm’s profile
- Firm ratings (if applicable)
- Links to fee structures used by each firm
- A link to the Billing Guidelines
Matter Contacts
This section shows the Matter Contact, Invoice Contact, and the Contact Office.
- Click View All Staff to access the Staff tab at the bottom of the page.
- Click on any contact name to view that user's profile details.
Matter Financials
This section provides an overview of financial information, including:
- Matter Spend
- Budget (if applicable)
- Reserves (if applicable)
Click See More Details to access the Financials tab at the bottom of the page.
All Tab
The All tab displays all tabs available on the Matter Overview page in a collapsible vertical list.
Click the arrow on the right-hand side of each section to expand or collapse it. This view allows you to see all matter information on a single page without navigating between tabs.