Matter Detail pages provide you with a quick and easy way to see everything about a matter, from the last date time was billed to who worked on it to any notes you've added.
To open a Matter Detail page, click on any matter title or matter number from the matter table.
On the page, you will find:
Matter Information
The Matter Information Section includes information, such as:
Matter Title
Matter Number
Matter Status (Open vs. Closed)
Total Hours Billed
Hours Fiscal YTD
Hours Calendar YTD
Open Date
Close Date (if applicable)
Client Name
Client Number
Assigned Timekeepers
Matter Description
All of this data is flowing in from your time and billing system!
Notes
The notes section allow you and your fellow administrators to create and save customized notes about a given matter. To create a note simply select "+ New Note" in the top right corner of the box, and it will open up a text box where you can add a note, as well as include other details to the note, such as a milestone date or tags. Milestone dates and tags are able to be referenced through the Matter Notes reports.
Example: You want to let your team know that you have reached out to a specific partner about supervising this matter. You can add a note explaining this so everyone is in the loop, and then add an additional note once it's confirmed!
Matter Participation
The Matter Participation table allows you to view details about who has worked on this specific matter. You are able to show or hide columns and select whichever filters are the most helpful to you!
You can also open this table in a new window for easier viewing by clicking on the "Expand Button."
Additionally, you have the ability to email volunteers from right within the table by selecting the volunteer names and clicking the email button!
Tags:
View and edit tags pertaining to the matter such as:
Jurisdiction
Opportunity Source
Phase
Skills Acquired
Special Matter Tags
To make changes, simply click on the "Edit Tags" button on the top right-hand side of the tags section.
TIP: Learn more about Tags in Tag Management.
History of Pro Bono
On the bottom right of the page, you'll be able to view all hours billed to this matter, broken down by year and quarter!
