Matter management

Access matter settings

Learn where to access matter settings
  1. Go to
    My work
    .
  2. Find and select a matter.
    The matter will open.
  3. Select
    Matter settings
    .
    The matter settings window will appear.
  4. Make changes to the matter, then select
    Update
    .
    1. To rename the matter, edit
      Name
      .
    2. To add an optional matter description, edit
      Description
      .
    3. To add an optional matter ID, edit
      Matter ID
      .
  5. To archive the matter, select
    Archive matter
    .
  6. To delete the matter, select
    Delete matter.
important
When a matter is deleted it will be permanently removed from CoCounsel, and all chats and files in the matter will be lost. This can't be undone.

This article applies to:

  • PRODUCT: CoCounsel
  • Audiences: Legal professionals

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