Manage Your Matters

  1. Select
    Matters
    >
     Matter list
    in the left navigation.
  2. Click a matter name in the list to open the matter profile.
  3. From the matter profile you can:
    • Click through sections to review and work with matter status, events, budgets, invoices, documents, firms and participants.
    • Use the toolbar to:
      • Edit the matter profile details or matter options.
      • Clone the matter.
      • Add the matter to your favorites.
      • Submit or review evaluations.
      • Begin the closure process.
      • Delete the matter.
    • Click through on-page links to see additional matter details or go to related pages.

View a Matter as Seen by Other Users

You can view a matter as it appears to the users who have access to the matter. This view also shows which fields a firm can edit for a particular matter.