Below provides a description of the fields contained in the main (header) section of the Matters notebook. Note that, because this screen scrolls horizontally, the screen excerpts and field definitions have been presented in segments. To add a record, see Adding a Matter Record.
|
Field |
Description |
Required (Y/N) |
|
Matter # |
The ID number for the matter. |
Y (read-only) |
|
Name |
Displays the name or a description of the matter. |
Y |
|
Type |
The matter type (e.g., General, Litigation, Contract, etc.). |
Y |
|
Subtype |
The subtype associated with the matter type. For example, if General was selected as the Type, options for the subtype could be Petition Filed, Charge Filed, etc. |
N |
|
Stage |
The current stage of the matter (e.g., appeal. discovery, pre-trial preparations and trial, etc.) . |
Y |
|
Office |
The location of the office that is handling the matter. |
N |
|
Status Flag |
Identifies whether the matter is Open or Closed. This field is controlled by the Matter Status dropdown field. The default is Open. |
Y (read-only) |
|
Status |
A user-defined dropdown field that identifies the status if a matter. When adding or updating a matter, select a value from a dropdown list. |
Y |
|
Opened |
The date that the matter was opened. |
Y |
|
Closed |
The date that the matter was closed, if applicable. |
N |
|
Desc |
A description of the matter. |
N |
|
Practice Area |
The legal department or practice area handling the matter. Select this value from a dropdown menu. |
N (read-only) |
Note: All entity records include fields containing audit and security information. For a detailed explanation of these fields, see Viewing Audit Fields and Security Information.