Matter Overview Page

Matter Overview Page


Once you have created a matter, you can edit it at any time. You can change the status, add documents, add custom fields, answer matter questions, add contacts, include key dates, log time, and much more.  

 

  1. 1. Click Matters in the left pane. 

  1. 2. Search and select the matter you want to edit  

  1. 3. You will be brought to the Overview page of the matter. Here you can view and update the main matter information. 


 

View and edit main Details of the matter, including the Name, Code, Category, Stage, Status, Owner, Office Location, Date Created, Date Closed, Date Archived, Description. 

Pin matter to your dashboard 

Link and remove Contacts related to the matter by clicking on Manage.  

You can view all important Upcoming dates on the matter in this section. Dates can also be added and amended in the Events tab (see above) 

View or add Related matters linked to the matter.  

Update Custom Fields specific to the matter. You can also edit these fields in the Custom Fields tab (see above) 

 

  1. 4. Use the arrows to expand/collapse each section of the overview page. 


 


    • Related Articles

    • Events – Overview

      The Events feature on Thread allows you to keep track of important appointments and key dates, such as client meetings, court dates, or agreement dates on your matter. With this feature, you can set reminders for appointments and key dates which ...

    • Viewing Key Dates Across Matters

      Viewing Key Dates Across Matters You can view all key dates on matters across your organisation in the Key Dates page of Thread. You can view key dates by type, matter owner, category, office location, and within a certain date range. If you wish to ...

    • Editing Custom Field Details on Matters

      You can add custom fields to matters, that are specific to a matter category. For example, in a family law case, you can include custom fields such as Date of Marriage, Date of Separation, and Number of Children.  Custom fields must be created ...

    • Templates/Precedents - Overview

      Templates are a key feature of Thread that you can set up to most effectively utilise the application. Templates are used for documents, bills, bundles, or emails, and can be created to be used across all matter categories on Thread. Setting up ...

    • Editing Matter Details

      1. Click Matters in the left pane.  2. Select the Matter you want to edit and click the … and then Edit in the top right corner of the matter. Or simply click on the matter name to open it. 3. You will be brought to the Overview page of the matter. ...