Add matter details

Smokeball's Matter Details section appears overwhelming when you create your first matter. This article outlines where to enter relevant information to the matter.

Before you begin

Ensure all relevant matter details are displayed in the matter by selecting all relevant parties and data to the matter

Entering matter details

In the Matter Details section, you enter all relevant data about the matter. Double-click each line item to open a new window with more information to complete. 
blobid3.png

Matter Info window

Double-clicking on the Info line opens the Matter info window, where you can complete matter-specific actions such as:

  • Change the status of a matter
  • Change the matter open and close date
  • Override the Matter Number, Re Line and Description fields
  • Add the Person Responsible, Person Assisting, Introducer and Referrer details

Matter Parties and Contacts

Next, enter the parties to the matter under the Info line.

The fields that display here are configured after selecting all relevant parties and data to the matter.

You can also add multiple contacts to the matter. If there are parties to the matter that don't fall under any listed party type, you can add them as an Additional Contact.

Matter specific details

Details that are specific to a matter are located further down on the Matter Details section. These fields are tailored depending on the matter type and state. Additional fields can be found when adding additional parties and data to the matter.

The best practice is to fill in as many details as possible upon creating the matter, but you can always come back to the matter window to fill this in later. 

Was this article helpful?
1 out of 2 found this helpful

Articles in this section

See more