Status Reports and Notes Overview
Status reports and Notes overview
Status reports and notes are both located under the
Status
tab of a matter. This tab is hidden for locked matters.Status reports and notes are just two of the online forms that can be completed during the life of a matter. The following table will help you better understand the special features and situations under which you should use a particular form:
Topic | Status Reports | Notes |
|---|---|---|
Description | Status reports provide information about the most current status of a matter. | Notes provide a way to record miscellaneous information about a matter that should be preserved. For example, if outside counsel gets approval to hire an expert, then outside counsel could post a note recording the authorization. |
Who can post | A user must have a matter role of Matter Administrator or Matter Editor. | Same. |
Who can view |
| Same. |
Required or optional | Company users can make status reports required monthly or quarterly. | Notes are optional (not required, but can be posted at any time). |