Manage Your Matters
- SelectMatters>Matter listin the left navigation.
- Click a matter name in the list to open the matter profile.
- 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.