You can customize your matter’s details to only enter the matter information that you need. Follow these steps:
- Select the gear icon in the upper right corner of your matter.
- Select Matter Details.
- Use the checkboxes to select which fields will appear on the matter details section. You can use the arrows to view or hide sub-items.
- You can also use the search tool to locate individual fields.
- Select Save.
Did You Know
It is not possible to change the default matter details. However, you can create a matter template for when you have multiple matters that require the same information.