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Mitratech Success Center

Associate an Internal Matter Name with a Client Matter

A firm's internal name and or/ID number can be added to matters for the purpose of searching and cross-referencing. This information is in addition to the client's matter name and number, not a replacement, and is not visible to your client or synced to their instances.

  1. From anywhere in the Collaborati application, select the Matters tab.
    The Matters screen opens with a list of client-authorized matter records.
  2. Select an office.
  3. Select a matter record.
  4. On the right side of the screen, under Primary Attorney:, click Edit. 
  5. Enter information, then click Save.

Associate Primary Attorny.JPG

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