Show and hide matter details

You can customize your matter’s details to only enter the matter information that you need. Follow these steps:

  1. Select the gear icon in the upper right corner of your matter.
  2. Select Matter Details.
  3. 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.
  4. 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.

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