How do I edit a Matter?

How do I edit a Matter?

To edit a Matter, click Settings -> Edit. 

 

That will take you to the Matter settings page. On the Matter settings page, Matter owners can change Matter general info like description, status, type, source, etc. 

They can manage external Contacts that are involved with a Matter, but also manage members from inside a company that are working together on this Matter and set their default billing rates. 

Matter members can see all this data, but they can’t edit it, with the exception that they can set up a default billing rate for themselves on that Matter. 

To see more about Matter settings page, go to: Matter settings page


    • Related Articles

    • How do I edit time entries?

      Go to the Time Tracking section in Matter365, find the time tracking you wish to change. You can also open the matter you are working on and go to the Time Tracking tab. Editing Activity (Time Tracking) You can the whole Activity by clicking on Edit ...
    • How do I create a new Matter?

      You can create a new Matter from any page of Matter365 application by using the shortcut from the application header (“+” in the upper right-hand corner).  Additionally, on Matters page, you can click “Create new Matter” button.     In both cases, ...
    • How do I delete a Matter?

      To delete a Matter, you must “close” the Matter first.  On the Matter Dashboard, go to the matter click Settings and then “Close”.     When you close the Matter, you will be automatically redirected to the Closed matters page. You can delete the ...
    • How do I rename a Matter?

      The Matter Name is NOT editable.    The Matter Name is used to create folders and pages in various Office365 Applications, so once the Matter has been created, the name cannot be changed.  If it is a new Matter and you haven’t done a lot to it (in ...
    • Matter Sources

      On Matter creation, one of the requirements is to select a Matter source. Source represents a channel through which your clients found you and decided to hire you. This information might come useful while choosing the right marketing channels to ...