Client authorized matters are shown on the Matters screen:
- Click “Clients” on the top menu bar
- Choose your client.
- Click the fifth icon from the top on the left navigation menu ("Matters").
You can also do the following:
- Click “Matters” on the top menu bar
- Filter by your client’s name
Note: Make sure to clear out extra information in the Search Filters that could prevent you from finding your matter by using the Clear button on the bottom left of the Search filters.
If you don't see your matter listed, you will need to contact the client and request them to assign the matter to your law firm.
If you are unable to view the Matters page and can only see the Home, Invoices and Budgets pages, then contact your firm's Collaborati Administrator.