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This article applies to:

  • Product: Legal Tracker,CoCounsel
  • Audiences: Company

View a matter

Do the following to view a matter:
  1. On the CoCounsel for Microsoft Outlook panel, go to the Manage Matters section and select
    View my records
    .
  2. On the
    My Records
     screen, go to the Actions column in the grid.
  3. Find the matter you want to view, then select the eye icon.

Additional actions

On the
View Matter
 screen, you can do the following:
  1. Clone the matter you're viewing.
  2. Add or remove the matter from your favorites.
  3. Open the matter in Legal Tracker.
  4. View the following matter information:
    • Matter Summary
    • Firm information
    • More matter information
    • Organization information
    • Spend and budget information
note
This doesn't include every field in a matter. You can open the matter in Legal Tracker to view the entire matter details.

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