Editing a matter
Click Edit on a matter to open the full form. It shows one part at a time: pick a part from the list on the left, or step through them with Back and Next. Click Save at the top whenever you're done: it saves every part at once. If something needs fixing, the form opens that part and marks it in red in the list.
| Section | Fields |
|---|---|
| Details | Title, client reference number, location, tags. |
| Clients | The clients, the default client, and who receives invoices. |
| Team | Responsible lawyer, originating lawyer, responsible staff. |
| Classification | Practice area and stage. |
| Status and dates | Status, outcome (once closed), open, pending and closed dates, statute of limitations (and Statute of limitations satisfied), and when the conflict check was completed. |
| Court | Court or tribunal, case number, judge. |
| Related contacts | Anyone else involved, each with a relationship (opposing party, opposing counsel, witness, expert witness, judge, co-counsel, insurer, family member, referrer or other) and optional notes. |
| Custom fields | Your firm's own matter fields. |
| Who can see this matter | See Who can see and edit a matter. |
| Ethical wall | Members walled off from the matter. |
The matter's description is edited on its Summary tab, not here.
The statute of limitations shows on the calendar until it's marked satisfied.
Who can edit
You can edit a matter you can see if you're the firm owner, on its team (originating or responsible lawyer, or responsible staff), or have the Edit any matter permission. The same rule decides who can add notes, documents, time, tasks, events and invoices to it.
Still need help?
Send a request to the Mattersimple team and we'll reply by email.