Using the Matter Overview Tabs

Each Matter Overview contains tabs at the bottom of the page. These tabs provide access to additional information on the matter, including assigned law firms, documents, tasks, or staff.

A number on a tab represents the associated items contained within that tab.

Click the link in the Tab column to learn more about a specific tab.

NOTE Depending on your client's configuration and your role assignments, you may not have access to all of these options.

Tab	Description
All	This tab contains collapsible sections for all of the tabs displayed on the Matter Overview page.
Financials	This section displays information related to the spend so far on the matter, including summary and budget information.
Law Firms	This tab displays the list of law firms that are assigned to a matter.
Participants	This tab displays all of the users involved in the matter.
Journal	This tab displays an logs that were entered to document an interaction regarding the matter.
Invoices	This tab displays a list of invoices that have been submitted to the matter.
Documents	This tab displays any documents that have been added to the matter, which may include receipts, correspondence logs, or emails.
Tasks	This tab displays any tasks that have been assigned to the matter. You can add new or manage existing tasks here.
Related Matters	This tab displays a list of matters that have been added as related to the matter you are viewing. NOTE This tab will not be visible if it is not enabled for your client.
Staff	This tab displays the staff that have been added to the matter and allows you to add or remove as necessary.
Calendar	This tab displays any calendar events that have been created for the matter.
History	This tab displays a list of all changes that have been made on the matter since its creation.