This article covers the following:
- Matters/Matter Journal
- Matters/Matter Participants
- Matters/Matter Events
- Matters/Matter Staff
- Matters/Matter Subtype
- Matters/Related Matters
- Matters/Matter Accruals
- Matters/Matter Allocation
- Matters/Matter Budgets
- Matters/Matter Budgets/Budget Change Log
- Matters/Matter Budgets/Budget History
- Matters/Matter Budgets/Budget Notes
- Matters/Matter Calendar
- Matters/Matter Change Log
- Matters/Matter Change Log/Matter UCDF Change Log
- Matters/Matter Documents
Matters/Matter Journal
| Text | ||||
|---|---|---|---|---|
| Matter Journal Last Entry Created Date | Matter / Journal tab | Date the last Journal entry text was entered on the matter. | Attribute | Date |
| Matter Journal Last Entry Details | Matter / Journal tab | Note text for the last matter note entry. | Attribute | Text |
| Matter Journal Last Entry Type | Matter / Journal tab | Type of journal entry entered by the user. | Attribute | Text |
| Matter Journal Last Status Update Created Date | Matter / Journal tab | Date the last matter note was created in the Status Update category. | Attribute | Date |
| Matter Journal Last Status Update Details | Matter / Journal tab | Note text for the last matter note entry in the Status Update category. | Attribute | Text |
| Matter Journal Subject | Matter / Journal tab | Title of the journal entry. | Attribute | Text |
| Matter Journal Type | Matter / Journal tab | Indicator that the note is visible by corporate users (client) or visible to corporate and law firm users. | Attribute | Text |
Matters/Matter Participants
| Text | ||||
|---|---|---|---|---|
| Matter Participant Name | Matter / Participants tab | Name for matter participant. Includes first and last name. | Attribute | Text |
| Matter Participant Record ID | Contact Overview | The record ID for the matter participant. | Attribute | Text |
| Matter Participant Role | Matter / Participants tab | Role for the matter participant e.g. plaintiff, defendant, expert witness. | Attribute | Text |
| Matter Participant Prefix | Contact Overview | The prefix of the matter participant. | Attribute | Text |
| Matter Participant State | Contact Overview | State for the matter participant. | Attribute | Text |
| Matter Participant Status | Matter Overview / Participant tab | Status of the matter participant. | Attribute | Text |
| Matter Participant Title | Matter / Participants tab | The title of the matter participant. | Attribute | Text |
| Matter Participant Zip Code | Contact Overview | Zip code for the matter participant. | Attribute | Text |
| Matter Setup Client User | Matter / Staffing section: (find the user with the Matter Setup role) Name | Name of the corporate customer user who created the matter. | Attribute | Text |
Matters/Matter Events
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Matter Event Assign Lapse Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date the acceptance period for a primary assignment would lapse. | Attribute | Date |
| Matter Event Backup Firm Date | Matter/History Section: (look for the Backup Firm Selected) Event Date | Date the matter was assigned to the backup law firm. | Attribute | Date |
| Matter Event Change Accept Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date a matter change request was accepted by a firm or corporate user. | Attribute | Date |
| Matter Event Change Cancel Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date a matter change request was canceled by a firm or corporate user. | Attribute | Date |
| Matter Event Change Confirm Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date a matter change request counter proposal was created by a firm or corporate user. | Attribute | Date |
| Matter Event Change Proposed Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date a matter change request was created by a firm or corporate user. | Attribute | Date |
| Matter Event Close Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date a matter was designated closed. | Attribute | Date |
| Matter Event Create Date | Matter/History Section: (look for the Initial Setup) Event Date | Date that a matter was created. | Attribute | Date |
| Matter Event Deleted by User ID | Matter/History Section: (look for the corresponding Event Description) Initiated By | Customer user that designated a matter as deleted. | Attribute | Text |
| Matter Event Deleted Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date a matter was designated deleted. | Attribute | Date |
| Matter Event First Accept Date | Matter/History Section: (look for the first Matter Assignment Accepted) Event Date | Date a matter is initially accepted by law firm; used for matters that are reopened / reassigned. | Attribute | Date |
| Matter Event First Close Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date a matter was initially designated closed; used for matters that are reopened / reassigned. | Attribute | Date |
| Matter Event First FS Change Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date the fee structure initially associated with a matter is changed. | Attribute | Date |
| Matter Event First Option Change Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date a fee structure option initially associated with a matter is changed. | Attribute | Date |
| Matter Event First Primary Firm Selection Date | Not visible in CounselLink. | The date a firm is designated as the primary firm on a matter. | Attribute | Date |
| Matter Event Inactive Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date a matter was designated inactive. | Attribute | Date |
| Matter Event Lapse Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date the acceptance period for a primary assignment lapsed and the matter was re-assigned to the backup law firm. | Attribute | Date |
| Matter Event Last Accepted Date | Matter/History Section: (look for the Matter Assignment Accepted) Event Date | Date a matter is accepted by a law firm. | Attribute | Date |
| Matter Event Last Assign (Month) | Matter/History Section: (look for the Assigned to Law Firm) Event Date | The month a matter is assigned, pending acceptance, to a law firm. | Attribute | Text |
| Matter Event Last Assign Date | Matter/History Section: (look for the Assigned to Law Firm) Event Date | Date a matter is assigned, pending acceptance, to a law firm. | Attribute | Date |
| Matter Event Law Firm Accept Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date associated law firm accepted the matter assignment. | Attribute | Date |
| Matter Event Law Firm Accept Date (Month) | Matter/History Section: (look for the corresponding Event Description) Event Date | The month the associated law firm accepted the matter assignment. | Attribute | Text |
| Matter Event Law Firm Assign Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date associated law firm was assigned to the matter. | Attribute | Date |
| Matter Event Reactivated Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date a closed matter is designated active. | Attribute | Date |
| Matter Event Reject Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date a matter is rejected by a law firm and returned to a customer for reassignment. | Attribute | Date |
| Matter Event Reminder Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date a reminder e-mail was sent to a law firm. | Attribute | Date |
| Matter Event Status Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date the Matter Status data field was last updated. | Attribute | Date |
| Matter Event Withdrawal Cancel Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date a law firm cancels the request to be disassociated with an active matter. | Attribute | Date |
| Matter Event Withdrawal Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date a law firm is disassociated with an active matter. | Attribute | Date |
| Matter Event Withdrawal Request Date | Matter/History Section: (look for the corresponding Event Description) Event Date | Date a law firm requests to be disassociated with an active matter. | Attribute | Date |
Matters/Matter Staff
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Matter Staff Email | Matter Overview / Staff tab | The email of the client user assigned as staff on the matter. | Attribute | Text |
| Matter Staff Name | Matter Overview / Staff tab | List all client users assigned to a matter as staff. | Attribute | Text |
| Matter Staff Phone | Matter Overview / Staff tab | The phone number of the client user assigned as staff on the matter. | Attribute | Text |
| Matter Staff Role | Matter Overview / Staff tab | The type of role associated with the client user assigned as staff on the matter. | Attribute | Text |
| Matter Staff Status | Matter Overview / Staff tab | The status of the client user assigned as staff on the matter. | Attribute | Text |
Matters/Matter Subtype
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Matter Subtype 1 | Matter Overview: Matter Type | 1st level of matter type assigned to a matter. | Attribute | Text |
| Matter Subtype 2 | Matter Overview | 2nd level of matter type assigned to a matter. | Attribute | Text |
| Matter Subtype 3 | Matter Overview | 3rd level of matter type assigned to a matter. | Attribute | Text |
| Matter Subtype 4 | Matter Overview | 4th level of matter type assigned to a matter. | Attribute | Text |
| Matter Subtype 5 | Matter Overview | 5th level of matter type assigned to a matter. | Attribute | Text |
Matters/Related Matters
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Related Matter Associated Law Firm Office Name | Matter Overview > Related Matters | Name of the law firm office assigned to the related matter. | Attribute | Text |
| Related Matter ID (Customer) | Matter Overview > Related Matters | Number applied to the related matter by a customer for identification purposes. | Attribute | Text |
| Related Matter Parent/Child Indicator | Matter Overview > Related Matters | Indicator identifying the related matter as a child or parent in the relationship. | Attribute | Text |
| Related Matter Title | Matter Overview > Related Matters | The name or title that the client has assigned to the related matter within CounselLink. | Attribute | Text |
| Related Matters Matter Billed Amount | Not visible in CounselLink. | The billed amount associated with related matters. | Metric | Number |
| Related Matters Matter Billed Amount (Matter LVL) | Not visible in CounselLink. | The billed amount associated with related matters rolled up to the matter level. | Metric | Number |
| Related Matters Matter Spend | Matter Overview > Related Matters | Approved amount for the invoices for the related matter. | Metric | Number |
| Related Matters Matter Spend (Matter LVL) | Matter Overview > Related Matters | Approved amount for the invoices for the related matter. | Metric | Number |
Matters/Matter Accruals
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Accrual Contact | Accrual Overview | Corporate Client CounselLink user identified as the contact for the accrual. | Attribute | Text |
| Accrual Currency | Accrual Overview | Currency for the accrual. | Attribute | Text |
| Accrual Date of Service (End) | Accrual Overview | The ending service date for the accrual period. | Attribute | Date |
| Accrual Date of Service (Start) | Accrual Overview | The beginning service date for the accrual period. | Attribute | Date |
| Accrual Entry Comment | Accrual Overview | Comment entered by law firm on matter accrual. | Attribute | Text |
| Accrual Entry Mark as Delete | Law Firm Office Accrual Overview > Accrual | Flag which identifies an accrual marked by the law firm for deletion. | Attribute | Text |
| Accrual Exchange Rate Date | Accrual Overview | The accrual’s date which is used for calculating exchange rate calculations. | Attribute | Date |
| Accrual Invoice Date | Law Firm Office Accrual Overview > Accrual | The date of the accrued invoice entered by the law firm. | Attribute | Date |
| Accrual Invoice Number | Law Firm Office Accrual Overview > Accrual | The invoice number of the accrued invoice entered by the law firm. | Attribute | Number |
| Accrual Law Firm Amount (LVL) | Law Firm Office Accrual Overview > Accrual | The accrued amount entered by the law firm. | Metric | Number |
| Accrual Law Firm Amount (LVL) – Matter Allocation | Law Firm Office Accrual Overview > Accrual | The accrued amount entered by the law firm. This object is used when adding allocation objects to the report. | Metric | Number |
| Accrual Law Firm Matter ID | Law Firm Office Accrual Overview > Accrual | The law firm’s ID of the matter entered by the law firm on the accrual record. | Attribute | Number |
| Accrual Law Firm Office | Accrual Overview > Accrual | The law firm office entering the accrual information. | Attribute | Text |
| Accrual Law Firm Office Status | Law Firm Office Accrual Overview > Accrual | Status of the law firm on the accrual. | Attribute | Text |
| Accrual Law Firm Office Status Date | Law Firm Office Accrual Overview > Accrual | Date of the status of the law firm on the accrual. | Attribute | Date |
| Accrual Matter Number | Law Firm Office Accrual Overview > Accrual | Matter number for which accrual numbers are being submitted. | Attribute | Number |
| Accrual Matter Title | Law Firm Office Accrual Overview > Accrual | Matter title for which accrual numbers are being submitted. | Attribute | Text |
| Accrual Name | Accrual Overview | Name of the accrual. | Attribute | Text |
| Accrual Period Currency | Accrual Overview | Currency in which the accrual amounts are viewed. | Attribute | Text |
| Accrual Period Cycle Date (End) | Accrual Overview | Ending date for the accrual period. | Attribute | Date |
| Accrual Period Cycle Date (Start) | Accrual Overview | Starting date for the accrual period. | Attribute | Date |
| Accrual Period Due Date | Accrual Overview | Due date for the law firms to submit their accrual amounts. | Attribute | Date |
| Accrual Period Instructions | Accrual Overview | Accrual instructions for the law firm entered by the client. | Attribute | Text |
| Accrual Period Status | Accrual Overview | Status of the accrual period. | Attribute | Text |
| Accrual Period Status Date | Accrual Overview | Date of the status of the accrual period. | Attribute | Date |
| Accrual Send Email Reminder Days | Accrual Overview | Number of days before the Accrual Period Due Date that an email is sent to law firms reminding them to submit accrual amounts. | Attribute | Number |
Matters/Matter Allocation
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| GL Code | Matter/Allocation Section | General Ledger Code. Contains all the accounts for recording transactions relating to a company’s assets, liabilities, owners’ equity, revenue, and expenses. | Attribute | Text |
| Matter Allocation (KEY) | Not visible in CounselLink | This object is used to link matter allocation attributes with metrics in the Matters folder. | Attribute | KEY |
| Matter Allocation Contact | Matter/Allocation Section: Name | Name of one or more Allocation Contacts assigned to the matter. | Attribute | Text |
| Matter Allocation Contact ID | Matter/Allocation Section: Name | ID of one or more Allocation Contacts assigned to the matter. | Attribute | Text |
| Matter Allocation Percent (Expense) | Matter/Allocation Section: Fee % | Allocation percent set for Expense charges. | Metric | Number |
| Matter Allocation Percent (Fee) | Matter/Allocation Section: Expense % | Allocation percent set for Fee charges. | Metric | Number |
Matters/Matter Budgets
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| % of Budgeted | Matter / Budget Overview | Percent of legal spend amount against the budget | Metric | Number |
| Budget Actual Amount | Matter / Budget Overview | Actual legal spend amount spent against the budget | Metric | Number |
| Budget Amount | Matter / Budget Overview | Amount of the budget | Metric | Number |
| Budget Amount - Original | Matter / Budget Overview | The original amount of the budget | Metric | Number |
| Budget Comments | Matter / Law Firm Budget Overview / Key Matter Assumptions | Comments and assumptions entered when submitting budget | Attribute | Text |
| Budget Contact | Matter / Budget Overview | CounselLink user named as the contact for the budget | Attribute | Text |
| Budget Description | Matter / Budget Overview | Description of the budget | Attribute | Text |
| Budget ID | Not visible in CounselLink | A unique numeric identifier for a budget | Attribute | Number |
| Budget Key Matter Assumption | Matter / Notes tab | Key Matter Assumption entered by firm on entering budget | Attribute | Text |
| Budget Law Firm Rights | Matter / Budget Overview | The law firm’s rights to view or edit the budget | Attribute | Text |
| Budget Level | Matter / Budget Overview | The level of the budget (summary, fee/expense, phase or task code) | Attribute | Text |
| Budget Period | Matter / Budget Overview | The period for the budget (life of matter, annual, quarterly, monthly) | Attribute | Text |
| Budget Period End Date | Matter / Budget Overview | The last date of the budget period | Attribute | Date |
| Budget Period Frequency | Matter / Budget Overview | Budget period (e.g. annual, monthly, quarterly) | Attribute | Text |
| Budget Period Start Date | Matter / Budget Overview | The first date of the budget period | Attribute | Date |
| Budget Period Start Month | Matter / Budget Overview | The first month of the budget period | Attribute | Date |
| Budget Period Start Quarter | Matter / Budget Overview | The first quarter of the budget period | Attribute | Date |
| Budget Period Start Year | Matter / Budget Overview | The first year of the budget period | Attribute | Date |
| Budget Period Status | Matter / Budget Overview | Current status for the budget period | Attribute | Text |
| Budget Phase | Matter / Budget Overview | Selected UTBMS phase code for budgets set at Phase Code level | Attribute | Text |
| Budget Start Date | Matter / Budget Overview | The start date for the budget | Attribute | Date |
| Budget Task | Matter / Budget Overview | Selected UTBMS task code for budgets set at Task level | Attribute | Text |
| Budget Type | Matter / Budget Overview | Type of budget (matter or law firm) | Attribute | Text |
| Life of Matter Budget Amount | Matter / Matter Budgets / Life of matter budget table | Reflects the life of matter budgeted amount | Attribute | Text |
Matters/Matter Budgets/Budget Change Log
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Budget Change Log Change Date | Matter / Matter Budget / Change Log | The date the update was made. | Attribute | Date |
| Budget Change Log Changed By | Matter / Matter Budget / Change Log | The person who made the update. | Attribute | Text |
| Budget Change Log Field | Matter / Matter Budget / Change Log | The field that was updated. | Attribute | Text |
| Budget Change Log New Value | Matter / Matter Budget / Change Log | The new value in the field. | Attribute | Text |
| Budget Change Log Old Value | Matter / Matter Budget / Change Log | The previous value in the field. | Attribute | Text |
Matters/Matters Budgets/Budget History
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Budget History Comment | Matter / Matter Budget / History | Comments associated with the budget event. | Attribute | Text |
| Budget History Date | Matter / Matter Budget / History | The date the event occurred. | Attribute | Date |
| Budget History Event | Matter / Matter Budget / History | The event that occurred on the budget. | Attribute | Text |
| Budget History User | Matter / Matter Budget / History | The user involved in the event. | Attribute | Text |
Matters/Matter Budgets/Budget Notes
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Budget Notes | Matter / Notes subtab | Notes entered by user when updating the budget | Attribute | Text |
| Budget Notes Date | Matter / Notes subtab | The date the notes were added | Attribute | Date |
| Budget Notes Entered by | Matter / Notes subtab | User who entered the notes when updating the budget | Attribute | Text |
| Budget Notes Time | Matter / Notes subtab | The time the notes were added | Attribute | Time |
| Budget Notes Type | Matter / Notes subtab | Attribute | Text |
Matters/Matter Calendar
The following Matter Calendar objects can be added to reports:
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Calendar Event | Calendar/ Events Section: Subject | Subject of a calendar event. | Attribute | Text |
| Calendar Event Category | Calendar/ Events Section: Category | Customer defined grouping of categories. | Attribute | Text |
| Calendar Event Description | Calendar/ Events Section: Description | Description of a calendar event. | Attribute | Text |
| Calendar Event Due Date | Calendar/ Events Section: Due Date | Date a calendar event is due to be completed. | Attribute | Date |
| Calendar Event End Date | Calendar/Calendar Event: End Date | Scheduled end date of a calendar event (most commonly used with tasks or To Do’s). | Attribute | Date |
| Calendar Event ID (CounselLink) | Not visible in CounselLink | CounselLink assigned event ID. | Attribute | Text |
| Calendar Event Owner Name | Matter Calendar Overview | CounselLink user who is the owner of the calendar event. | Attribute | Text |
| Calendar Event Reminder | Calendar/Calendar Event: Reminder | E-mail reminder directions for this event. This information holds the pattern of reminder e-mails that will be sent leading up to the event’s due date. | Attribute | Text |
| Calendar Event Repeat Until | Calendar/Calendar Event: Repeat Until | Repeating pattern for this event. | Attribute | Text |
| Calendar Event Start Date | Calendar/Calendar Event: Start Date | Scheduled start date of a calendar event (most commonly used with tasks or To Do’s). | Attribute | Date |
| Calendar Event Status | Calendar/ Events Section: Status | Event status. | Attribute | Text |
| Calendar Resource | Calendar/ Events Section: Resource | The resource associated with the calendar event. | Attribute | Text |
Matters/Matter Change Log
The following Matter Change objects can be added to reports:
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Matter Change Log Date | Matter Overview/Change Log | The date the field was changed. | Attribute | Date |
| Matter Change Log Field | Matter Overview/Change Log | The field where a change was captured. | Attribute | Text |
| Matter Change Log New Value | Matter Overview/Change Log | New value of the field which was changed. | Attribute | Text |
| Matter Change Log Old Value | Matter Overview/Change Log | Old value of the field which was changed. | Attribute | Text |
| Matter Change Log User | Matter Overview/Change Log | The user which made the change to the field. | Attribute | Number |
Matters/Matter Change Log/Matter UCDF Change Log
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Matter UCDF Change Log Change Type | Matter/Matter Change Log/Matter UCDF Change Log | The type of update. | Attribute | Text |
| Matter UCDF Change Log Date | Matter/Matter Change Log/Matter UCDF Change Log | The date of the UCDF field value update. | Attribute | Date |
| Matter UCDF Change Log Field | Matter/ Matter Change Log/Matter UCDF Change Log | The field updated. | Attribute | Text |
| Matter UCDF Change Log Field Type | Matter/ Matter Change Log/Matter UCDF Change Log | The type of the field that was updated. | Attribute | Text |
| Matter UCDF Change Log New Value | Matter/ Matter Change Log/Matter UCDF Change Log | The new value after the update. | Attribute | Text |
| Matter UCDF Change Log Old Value | Matter/ Matter Change Log/Matter UCDF Change Log | The old value prior to the update. | Attribute | Text |
| Matter UCDF Change Log User | Matter/ Matter Change Log/Matter UCDF Change Log | The user who updated the field value. | Attribute | Text |
Matters/Matter Documents
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Document Category Name | Document Overview : Category | The category assigned to the document. | Attribute | Text |
| Document Description | Document Overview: Description | Description of the contents of a document. | Attribute | Text |
| Document File Name | Document Overview: File Name | The document file name. | Attribute | Text |
| Document ID (CounselLink) | Not visible in CounselLink | Unique identification number assigned to a matter document by CounselLink. | Attribute | Text |
| Document Key Word | Document Overview: Key Words | The key words associated with the document. | Attribute | Text |
| Document Last Modified Date | Document Overview: Last modified Date | Date a matter document was last updated. | Attribute | Date |
| Document Name | Document Overview: Document Name | Title of a document. | Attribute | Text |
| Document Revision | Document Overview: Revision | The revision number of the document. | Attribute | Text |
| Document Size (bytes) | Document Overview: Size | Size of a document in bytes. | Attribute | Number |