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

    • Matter Category - Admin

      All matters created on Thread must have a category assigned to them. Matter categories dictate which matter stages, key dates, contact types, and custom fields, can be used with the matter. You can also add default templates to a matter category, ...

    • 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 ...

    • Custom Fields - Admin

      With Thread, you can create custom fields that can be added to a matter or contact. These fields can be viewed in matter summaries and can be used when creating a template. Custom fields must be created for a category such as Matter - Custom, Contact ...

    • 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 ...