Matter Profile Overview

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Accessing a Matter's Profile

A matter's profile serves as your main hub for case-related information. You can access a matter's profile in two ways:

1. Navigate to Matters from the left-side navigation bar and click on the matter's name from the list.
2. Use the search bar located at the top of the screen, then type in the matter's name, email address, or phone number.

When searching, you may see multiple results:

• First option: Takes you to the matter profile.
• Second option: Takes you to the contact profile.

Details Tab

• Displays all CRM fields related to the matter.
• Edit any field by clicking the Edit button below the matter name.

Notes Tab

• View a history of logged notes.
• Add new notes or edit existing on

Tasks Tab

• Displays all tasks assigned to this matter.
• Shows task status for easy tracking.

Files Tab

• View all uploaded forms, documents, and files.
• Upload additional files as needed.
• Click the eyeball icon to preview a file.
• Use arrows to navigate between files.
• Bulk select files by checking the box next to each file name to download or delete multiple files at once.

You also have the ability to bulk select files by checking the box to the left of the file name. This is useful to download or delete multiple files at once.

What is the difference between the contact and matter profile?

The contact profile will only show contact related information, such as phone number, email address, birthdate, etc. You will not see any of the matter-related fields or activities on the contact profile.

What if I have a married couple as my client?

We suggest choosing one member of the couple to be the main contact on the matter. You will then add the spouse into the system as a  contact (rather than as their own matter), and then use the relationships section on the matter to link the spouse's contact to the matter. You can feel free to put both spouses names in the case title so that you can easily identify the matter as pertaining to both people.

Why don't I see the Send Email button on a matter's profile?

If you don't see the Send Email button, make sure that you have an email address populated on that matter. To do this, click Edit at the bottom right, and then locate the Email field, found in the Contact Information section. Once you populate a Primary Email, you will be able to access the Send Email button on the matter's profile.

Why won't the system let me save the Details page after making edits?

If you are trying to populate fields on the matter's details page, and nothing happens when you click the save button at the bottom, there is likely a data validation error. If this situation occurs, start scrolling through the details page and look for any fields outlined in RED. You will see an error message listed in red, make the necessary corrections and then you should be able to save successfully.