Data Tabs on the Matter Window

The Matter window has the following default tabs.

Click here for information on how to show, hide, and rename data tabs.

Standard tab

Displays general information for a matter. You can manage general information for matters from this tab.

The following describes each setting on the tab.

  • Matter: The name of the matter (up to 75 characters).

  • File/case#: A unique, internal number for the matter (up to 15 characters). This is referred to as the "case number." Also known as the CASENUM field. Required. NOTE: This does not need to be an official case number; many offices use an internal office file number here and use one of the user-defined fields for the court number.

    Click here for more information about case numbers for matters.

  • Attorney: The Who code indicating the attorney responsible for the matter. To change, click the lookup button. The Valid WHO Entries window appears. Highlight an Attorney code (or add a code on the fly) and click Done.

  • Case Code: The case code indicating the type of matter. To change, click the lookup button. The Valid CASECODE Entries window appears. Highlight a case code (or add a code on the fly) and click Done.

  • Court: The Where code indicating the court where the matter will be handled. To change, click the lookup button. The Valid WHERE Entries window appears. Highlight the Where code (or add a code on the fly) and click Done.

  • Court Case #: The actual case number as assigned by the court (up to 30 characters).

  • Opened: The date the matter was opened. TIP: Press the T key to input today's date.

  • Closed: The date the matter was closed. Left blank for open matters.

  • User-defined fields: Contain any input for the user-defined fields.

Notes tab

Displays notes for the selected matter. You can manage the notes for the matter from this tab.

Linked Names tab

Displays the names that are linked to the selected matter. You can manage the names that are linked to the selected matter from this tab.

Events tab

Displays the events that are linked to the selected matter. You can manage the events that are linked to the selected matter from this tab.

Docs tab

Displays the documents that are linked to the selected matter. You can manage the documents that are linked to the selected matter from this tab.

The Docs tab has two views: List View and Folder View. The List View lists documents in a table. The Folder View shows a hierarchy of documents where the documents are grouped by document type. You can toggle back and forth from the views by clicking the Folder View or List View buttons.

To see a preview of a document, click to highlight the document in the Folder View or List View and a thumbnail of the document will appear in the preview pane to the right.

Emails tab

Displays the emails that are linked to the selected matter.