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Manage users and matter access
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This article applies to:

  • Product: Legal Tracker
  • Subject: Matter
  • Audiences: Firm

View the List of Matters

Certain users designated as client responsible users can be granted access to all matters.
To view the list of matters:
  1. Select
    Matters > Matter List
     in the left navigation.
  2. Select
    All Open Matters I Can Access
     in the dropdown.

Firm Administrators

Firm Administrators do not have automatic access to all matters. However, it is possible for firm administrators to view a list of all matters that your firm has with a specific client. To view this list:
  1. Sign in to the client's database that you want to review.
  2. Click
    Billing
     in the left navigation.
  3. Click
    Matter #s
    . The list of all matters your firm has with the client displays.