| Matter Manager - Matter Information Tile | 
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The Matter Information section of the Matter Manager displays relevant information regarding the currently selected matter.
This section has an abbreviated view and an expanded view. Click the 
to switch to the expanded view. Click the 
to switch to the abbreviated view.
The abbreviated view includes the following information from the Client file:
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Client Name |
Click on the Client Name to choose from a list of recent matters. From the Recent Matters list, you can type in the Client Name field to search for other matters, click on a matter from the list to open it in the Matter Manager, or click the View All Matters link to open a Client Lookup window. Click the Click the Edit Matter button to open the selected matter in the Client Information window. Click the + button to the right of the Edit Matter button to open the New Client Record window and create a new matter. “Inactive” is shown in red text to the left of the Edit Matter button if the matter is inactive. “Closed” is shown in red text to the left of the Edit Matter button if the matter has a value in the Date Closed field of the Client file. A |
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Matter Contact |
The Matter Contact section displays the following information from the Matter Contact section of the Client Information window: Phone Option 1 for the Matter Contact Default Email Address for the Matter Contact Click a phone number to launch the Phone Dialer. Click an email address to create a new outgoing email in your default email client. |
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Notes |
The Matter’s Client Notes. Note: Only the first line of the Client Notes is shown in the abbreviated view. Click the Show More link to switch to the expanded view. |
icon next to the Client Name to open a Client Lookup window. 
icon is shown to the left of the Edit Matter button if the matter is The expanded view includes the following additional information from the Client file:
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Phone 2-4 |
The Phone Options 2-4 for the Matter Contact. |
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Miscellaneous |
The Miscellaneous Lines 1-3 for the selected matter. |
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Address |
The address (Business, Home, or Other) for the Client Contact selected in the Client Information window. |
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Primary |
The Primary Timekeeper assigned to the selected matter. |
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Secondary |
The Secondary Timekeeper assigned to the selected matter. |
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Originating |
The Originating Timekeeper assigned to the selected matter. |
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Billing Frequency |
The Billing Frequency assigned to the selected matter. |
To edit a field with an existing value, hover the mouse over the field and click the 
icon next to the field name to open the relevant tab of the Client Information window for the current matter.
If no value is present in the Client file for the field, default text (e.g., Add Phone, Add Notes, etc.) will be shown instead. Click the default text to open the relevant tab of the Client Information window for the current matter and edit the field.
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