Bulk updating matters saves time when making the same change across multiple matters.
How to Bulk Update Matters 🔄
1️⃣ Navigate to Matter Management:
Go to Menu > Matter Management > Search/Add Matters.
2️⃣ Filter to Find Matters:
Use at least one filter to refine your search.
Click Search once filters are set.
3️⃣ Select the Matters to Update:
Use the tick box beside each Matter Ref to select matters.
To select all open matters on the current page, tick the box at the top left corner.
⚠️ Important:
❌ Closed matters cannot be updated. To edit a closed matter, reopen it first.
4️⃣ Click the Green "Update" Button:
Located on the right side of the results table.
5️⃣ Select the Property to Update:
Choose the Matter Property from the dropdown.
Enter the new value(s).
Available Bulk Update Fields
You can update various matter properties in bulk, including:
✔️ Allocations
✔️ Matter Category
✔️ Department
✔️ Entity
✔️ Internal Matter Lead
✔️ Matter Participant
✔️ Matter Status (to bulk close matters)
✔️ Vendor
✔️ All Custom Matter Fields & Categories (unique to your company, created by Admins)
6️⃣ Apply the Updates:
Click Apply to save the changes.
7️⃣ Confirmation Message:
A pop-up message in the bottom left corner will confirm:
✅ "X matters updated successfully."