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