Related Topics Getting Started Related Topics Getting Started
The Base Info tab in the Matters Edit Mode allows you to record basic identification, classification, and geographical information about a matter. This tab opens after selecting a matter from the Matters List page or after clicking Save when creating a new matter.
Fields
Matter Name – The name of the matter as it will appear in all lists in Bridgeway Suite.
Matter Number – The identifier assigned to the matter.
Long Matter Name – The name of the matter in its entirety. Click the … button to open a dialog box to edit the name.
File Number – The identifier for the file associated with the matter.
Private Matter – If private matters are enabled, an indication of whether access to the matter is restricted.
Access Rights button – Click to open the Private Matter Access Rights dialog box to make changes to the list of selected users for private matters. This button only displays on the tab if the matter is marked private.
Any user with access to the matter—with the exception of users with limited access rights—can change the access rights or deselect the Private Matters checkbox.
Open Date – The date the matter was created. Click the Calendar button to select a date from a calendar.
Target Date – The date the matter should be resolved. Click the Calendar button to select a date from a calendar.
Close Date – The date the matter was completed. Click the Calendar button to select a date from a calendar.
Reopen Date – The date the matter was reopened if applicable. Click the Calendar button to select a date from a calendar.
Matter Status – The current status (such as Active or Closed) of the matter.
Region – A user-defined area applicable to the matter.
State – The state in which the matter was opened.
Country – The country in which the matter was opened.
Primary Legal Contact – If primary contact information is enabled, the main contact within a legal department for the matter. The contact information is linked to the Player tab. This area is enabled by the System Administrator and may not be visible to all users.
Primary Client Contact – The main contact for the client for the matter. The contact information is linked to the Player tab. This area is enabled by the System Administrator and may not be visible to all users.
Primary Vendor Contact – The main contact for the client for matter accruals if enabled for this matter. The contact information is linked to the Player tab. If a new contact is selected, a record will be created on the Player tab for the contact with a player type and role that has been specified as the primary vendor contact in Suite Manager.
Legal Section – The legal section (such as Litigation) for the matter.
Matter Type – The classification (such as Contracts/Agreements) of the matter.
Logical Group – The category (such as a business unit) to which the matter belongs.
Law Area – The area of law associated with this matter. Law areas are defined by the System Administrator.
Law Subarea – A sub-classification within the area of law.
Product/Service – The product or service associated with this matter. Products and services are defined by the System Administrator.
Sub-product/Service – A sub-classification within the product or service.
Priority – An indication of the level of importance of the matter.
Litigated – If checked, makes the Dispute tab available.
Insured – If checked, makes the Insurance tab available.
Budgeted – If checked, makes the Budget tab available.
Accrue Costs – If checked, makes the Accruals tab available.
Comments – A freeform area for any comments concerning the matter. Click the … button to open a dialog box to edit the comment.
Buttons
Save – Click to save any changes to the record.
Reports – Click to open a list of reports that may be run for matters and have been linked to the selected tab.