Matter Tabs Overview
| Tab Name 🔹 | Description |
|---|---|
| Summary 🏠 | Default tab showing key matter insights. |
| Matter Details 📋 | Displays core & custom matter fields, templates, and participants. |
| Notes 📝 | A collaborative space for internal notes. |
| Reports 📊 | Matter analytics, timelines, and resourcing breakdowns. |
| Invoices 💰 | Lists all invoices submitted for the matter. |
| Financial Data 📈 | Compares matter spend vs. accruals. |
| Purchase Orders 🛒 | View and add purchase orders related to the matter. |
| Vendors 🏢 | Lists vendors assigned to the matter. |
| Budgets 💵 | View and manage matter budgets. |
| Emails & Files 📎 | Store and access documents & communications related to the matter. |
🔹 Summary Tab
- The default landing tab for all users.
-
Admins can change the default tab to Matter Details via:
Admin Settings > Matter Settings > Matter Page Tab.
What’s Displayed?
📌 Right Side:
- Budget Bar (🔗 links to Budget tab). Rejected invoices are NOT counted.
- Matter Spend (Pending & Approved invoices).
- Matter Start Date 📅
- Internal Matter Lead 👤
- Lead Outside Counsel 🎓
- Matter Participants 👥
📌 Left Side:
- Activity Log (For more details, see the Activity Log Guide)
- Quick Add Note Feature (Latest note appears here, with a link to Notes Tab).
🔹 Matter Details Tab 📋
- Displays core & custom matter fields.
- Includes Matter Template, Participants, Lead Outside Counsel, & Allocations.
- Editable fields depend on company permissions.
- Vendors can only edit certain fields if allowed by Matter Settings.
🔹 Notes Tab 📝
- Anyone with access can create, edit, or view notes.
- Time & date stamps are saved for each note.
- If a note is edited, it will be labeled "Edited" with a timestamp visible on hover.
- Collaboration Tool: Anyone with access can share updates.
- ❌ Vendors/Law Firms cannot access the Notes tab.
Notes Tab Features
✅ Create Notes
✅ View Notes from other participants
✅ Edit your own notes ("Edited" label appears after modification.)
✅ Delete your own notes (You cannot delete others' notes.)
🔹 Reports Tab 📊
- Matter Timeline: Hover to see different phases.
- Filter by Year to adjust the timeline range.
-
Breakdown Sections:
✅ Specific-Task Breakdown
✅ Category Breakdown
✅ Firm Breakdown
✅ Timekeeper Breakdown
🔍 Click on any value for granular analytics.
🔹 Invoices Tab 💰
- Displays all invoices linked to the matter.
- Click on an invoice number to view detailed analysis.
🔹 Financial Data Tab 📈
- Compares pending & approved invoice spend against matter accruals.
🔹 Purchase Orders Tab 🛒
- Displays all Purchase Orders linked to the matter.
- Click "+ ADD PURCHASE ORDER" to create a new PO.
🔹 Vendors Tab 🏢
- Lists active vendors working on the matter.
- Displays vendor offices & specific vendor users (if applicable).
- Vendors can be added at any time.
🔹 Budgets Tab 💵
- Allows users to view & edit the budget assigned to a matter.
🔹 Emails & Files Tab 📎
- Store, view, and upload documents related to the matter.
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