As a Matter Admin in a matter, you've got the flexibility to update matter details throughout the transaction. This capability ensures that all information remains current and accurate.
Prerequisites: You're a Matter Admin
How to change details
Go to your matter
Click on Manage matter at the top right corner of your screen
Select Settings from the dropdown menu
Update the fields you need to change
Press save to apply the changes
Details you can change
Tip: Except for supporting offices, all of these details are required. They can't be blank.
Name | Identifies the matter. Choose a name that clearly reflects the transaction or project to help participants quickly recognize it |
Number | The unique identifier for your matter internally |
Description | Provides a brief overview or context for the matter. Use this field to describe essential details to help participants understand the matter at a glance |
Deal type | Categorizes the matter based on its nature. This classification aids in organizing and filtering matters for reporting or searching. |
Lead partner | Indicates the person responsible for overseeing the matter, typically a senior lawyer or project lead. This helps participants know who to contact for high-level decisions or escalations. |
Lead office | Identifies the primary office handling the matter. This is especially useful for organizations with multiple locations, ensuring clarity about which team is leading the transaction. |
Supporting offices | Lists additional offices involved in the matter. This ensures all participants are aware of the broader team contributing to the transaction, fostering collaboration across locations |
Details you can't change
Type | Identifies if the matter is a demo or live matter |