The tabs at the bottom of the Matter Overview page provide information and actions related to staff, participants, documents, tasks, related matters, calendar events, and matter history.
This article covers the following:
- Participants Tab
- Journal Tab
- Documents Tab
- Tasks Tab
- Related Matters Tab
- Staff Tab
- Calendar Tab
- History Tab
Participants Tab
The Participants tab tracks all individuals associated with the matter. Participants may include a judge, plaintiff, defendant, billing vendor, opposing counsel, opposing attorney, witness, consultant, or internal stakeholder.
Participants must first be entered as a contact before they can be added to a matter. When a user is added as a participant, the matter appears on the Matters tab of their Contact Overview page.
Actions Available on the Participants Tab
See this topic for more information on contacts and this topic for more information on Participants.
| Action | Description |
|---|---|
| Add | Add a participant to the matter. |
| Update | Update details for selected participant(s). |
| Remove | Remove selected participant(s) from the matter. |
Participant Information Columns
Some of the information available for a participant depends on what is completed in their Contact Information.
| Column | Description |
|---|---|
| Participant Name | Click the name to open the participant’s Contact Overview page. |
| Business Name | Organization associated with the participant. |
| Participant Role | Role on the matter (e.g., Plaintiff, Defendant, Consultant, Witness, Opposing/Adverse Attorney). |
| Contact Type | Contact classification (e.g., Individual, Employee, Attorney, Vendor, Law Firm). |
| Status | Current status of the participant (Active or Inactive). |
| Phone | Participant’s phone number. |
| Click the email address to open a new message in your default email application. |
Journal Tab
The Journal tab stores matter updates, notes, and summaries of events. It serves as a centralized location for tracking matter activity. Journal entries may be shared with assigned law firms, depending on privacy settings.
Actions Available on the Journal Tab
See this topic for more information on journal actions.
| Action | Description |
|---|---|
| Add | Create a new journal entry. |
| Delete | Delete selected journal entries. |
| Edit | Edit a selected journal entry. |
| Add Comment | Add, edit, or delete comments on a journal entry. |
Journal Entry Columns
Some of the information available for a participant depends on what is completed in their Contact Information.
| Column | Description |
|---|---|
| Subject/Details | Displays the subject and description. Click the subject to open a slide-out panel. From there, select View More to open the Journal Entry Overview page, where you can edit, delete, comment, print, or add a document. |
| Category | Journal category. |
| Entered | Date created and user who created the entry. |
| Last Commented | Most recent comment date. |
| Privacy | Indicates whether the entry is Private or Shared. |
Documents Tab
The Documents tab contains documents attached to the matter, such as receipts, correspondence, videos, and other supporting materials. Law firms may also add, edit, delete, download, and check documents in or out, depending on permissions.
Managing Document Folders
The Folders section allows you to:
- Add a folder or sub-folder
- Rename a folder
- Move a folder
- Delete a folder
Actions Available on the Documents Tab
You must be the document owner or have the Document Administrator role to perform certain actions.
| Action | Description |
|---|---|
| Managing Folders | Create sub-folders to organize the documents. |
| +Add | Add a document. |
| Edit | Edit document details. |
| Copy | Create a copy of the selected document. |
| Delete | Delete selected document(s). |
| Move |
Move selected document(s) to another folder. |
| Check Out | Check out a document for editing. Checked-out documents cannot be edited by other users until checked back in. |
| Check In | Check a document back in. |
| Download | Download selected document(s). |
Document Information Columns
| Column | Description |
|---|---|
| Name | Click to open the Document Overview page. |
| Last Modified | Date of last update. |
| Category | Document category. |
| Owner | Document owner. |
| Size | File size. |
| Access | Access level (Public or Private). |
Tasks Tab
The Tasks tab allows you to manage tasks that have been added to the matter.
Actions Available on the Tasks Tab
| Action | Description |
|---|---|
| +Add Task | Add a task. |
| Edit Task | Edit a selected task. |
| Delete Task | Delete selected task(s). |
| Reassign Task | Reassign a task to another user. |
| Change Status | Update the status of selected task(s). |
Task Information Columns
| Column | Description |
|---|---|
| Task |
Displays the task name and description. Click the name to open a slide-out panel with task details. |
| Task Type | The type of task (Internal or Law Firm). |
| Assignee | Assigned user (click the pencil icon to reassign). |
| Due Date | Task due date, if applicable. |
| Status | Current task status (click to update). |
Related Matters Tab
The Related Matters tab allows you to link matters using a parent-child structure. Relating matters enables you to view total spend and performance holistically. A matter may have only one parent but multiple child (sub-matter) relationships. A matter can belong to only one relationship structure.
This feature must be enabled by your organization.
Matters can be related based on any criteria relevant to your organization. Some typical uses for this feature include:
- Class action cases
- Insurance claims
- Types of litigation
- Cases related by practice group
- Cases managed by the same attorney within an organization
Adding or Creating a Sub-Matter
If there are no related matters in your tab, you have the option to add an existing matter or create a sub-matter.
Actions Available on the Related Matters Tab
You must have the Relationship Administrator role to add or manage sub-matters.
| Action | Description |
|---|---|
| +Add Sub-matter | Add an existing matter as a sub-matter. |
| Remove Related Matter | Remove a related matter. |
| Move Related Matter | Move a related matter within the hierarchy. |
| Download Excel | Export the list to Excel. |
| Expand Grid | Enlarge the related matters list view. |
Related Matters Columns
| Column | Description |
|---|---|
| Matter Number |
Displays the number of the sub-matter. Click the number to access its Matter Overview page. Sub-matters of the sub-matter (or 'grandchildren') are designated by an arrow next to the matter number. |
| Matter Title | Click to open the Matter Overview page. |
| Matter Status | Current matter status. |
| Matter Contact | Assigned contact. |
| Law Office | Assigned law office(s). |
If you click Toggle Matter Spend, additional columns appear:
| Column | Description |
|---|---|
| Matter Billing Performance | Current billing total. |
| Group Spend | Total spend across related matters. |
| Group Count | Number of sub-matters in the group. |
Staff Tab
The Staff tab displays users in your organization who have access to the matter and their assigned roles.
Actions Avalilable on the Staff Tab
See this topic for more information on staff.
- +Add: Add one or more staff to the matter.
- Remove: Remove one or more staff from the matter.
Staff Information Columns
| Column | Description |
|---|---|
| Name | Click to view user details. |
| Type | Assigned role(s). |
| Status | Displays active or inactive. |
| Phone | User's phone number. |
| Click to open a new message in your default email application. |
Calendar Tab
The Calendar tab displays matter-specific calendar events. Click an event name to access its Calendar Event Overview page.
All matter staff can create events. If you use recurring events across multiple matters, you can apply calendar templates. You need the Calendar Administrator role to apply or save templates.
Actions Available on the Calendar Tab
See this topic for more information.
| Column | Description |
|---|---|
| Create Event | Add a new event. |
| Delete | Delete selected event(s). |
| View Calendar | View upcoming and past events. |
| Apply Template | Apply a saved calendar template (role required). |
| Save Template | Save current events as a template (role required). |
Event Information Columns
| Column | Description |
|---|---|
| Type | Event type. |
| Description | Click to open the Calendar Overview page. |
| Priority | Event priority. |
| Owner | Event owner. |
| Status | Event status. |
| Due Date | Event date. |
History Tab
The History tab displays all changes and events associated with the matter since its creation.
History Information Columns
| Column | Description |
|---|---|
| Event Description | Description of the change (e.g., Budget Deleted, Sent Assignee Email). |
| Event Date | Date the event occurred. |
| Initiated By | User who performed the action. |
| Details | Additional information about the change. |
You can also click the Change Log to open the Change Log window, which provides detailed field-level updates:
| Column | Description |
|---|---|
| Field | Field that was changed. |
| Old Value | Value before the change (if applicable). |
| New Value | Value after the change. |
| Changed By | User who made the change. |
| Change date | Date the value was changed. |