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The Matters Edit Mode allows you to make changes to the selected matter.
Tabs
Not all tabs and fields are available for all users or all matters; they are dependent on the unique configuration specified by your System Administrator and the access rights granted to your user identifier.
Base Info – Opens the Base Info tab, which includes basic identification, classification, and geographical information about a matter record. This tab is displayed when a record is opened.
Accruals – Tracks a matter's accrual information.
Budget – Tracks a matter's budget information.
Calendar – Provides an area to manage matter-specific calendar items.
Costs – Displays the costs associated with a matter entered in the Invoices module.
Damages – Tracks compensatory and punitive damages, monetary and non-monetary, throughout the life of the matter.
Dispute – Tracks court and judge information.
DMS – Provides access to electronic documents without leaving eCounsel if a Document Management System (DMS) is being used to maintain your company's electronic documents. No link exists between this tab and the Documents tab.
Documents – Provides an area to maintain documents that are related to a matter. Files can be linked to the record through this tab. The method in which documents are stored will affect the appearance and use of this tab.
Exposure – Provides an area to record the assessed risk of a matter.
Insurance – Tracks insurance coverage for the matter.
Negotiations – Provides an area to track ongoing negotiations between adversarial parties. Primarily, this tab is used in litigated matters, although it also could be helpful in contract matters and in settling non-litigated claims. For an entity or person to appear in the dropdown list in the From, To, and Accepted By fields, the entity or person must be listed as a player for the matter.
Patent – Tracks information related to patent registration. This tab is only available if the matter type is Patents and Trademarks.
Physical File – Tracks the location and status of the paper version of important documents. This tab is different than the Documents tab, which allows the electronic documents to be linked to a record.
Player – Tracks the involvement of all parties to a matter. Information from this tab will display on the Related Matters tab for people and entities.
Progress Notes – Tracks notes related to a matter.
Recovery – Tracks recovery or reimbursements of a matter's costs or settlement/judgments paid to the company by third parties. No interaction exists between this tab and the Costs tab.
Related – Tracks other matters that have a connection to the current matter.
Reserves – Provides an area to record funds set aside in a case or claim based on the assessed liability of the company involved. In order for a player to authorize reserves, a maximum amount for authorization must first be specified on the person's Employment tab.
Summary – Opens the Matters Summary page to view information concerning the matter. This page can be printed or e-mailed.
Trademark – Tracks trademark registration information.
User Fields – Specific to your organization (set up by the System Administrator).