The Matter Detail Page
When you open a matter, its information is organised across several tabs:
Tab | What it contains |
|---|---|
Overview | Key dates, financial summary, quick actions, and the parties panel. |
Tasks | Tasks and critical dates associated with the matter. |
Matter Data | Custom fields specific to the matter type. |
Documents | The matter’s document library. |
Time Recording | Time entries recorded against the matter. |
Billing | Invoices, payments, outstanding balances, and fee sharing. |
Client Account | The client money ledger. |
Office Account | The office money ledger. |
Communications | Emails, calls, meetings, and file notes. |
Parties | All parties linked to the matter. |