This article applies to:

Access matter settings

Learn where to access matter settings.

In CoCounsel, find and select a matter.

Select Matter settings
.

Make changes to the matter, then select Update matter
.

To rename the matter, edit Name
.

To add an optional matter description, edit Description
.

To add an optional matter ID, edit Matter ID
.

To archive the matter, select Archive matter
.

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.