Primary Information

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The Primary Information tab displays various details about the matter record, related team members and firms, reminders, and document management.

Note: This screen may appear differently based on the permissions granted to the user.

Each setting can be changed by clicking the edit button (). The table below displays further descriptions of each part of the matter screen.

Section	Description
Main Classification	Lists the Type of matter and any related Keywords.
Vitals	Lists the Status (open/closed), Priority, Area of Law, and Matter Amount related to the record. Note: Matter amount does not affect any invoice, budgets, or rate card amounts. The field can be used as a reminder for a budget or reserve cap, or can be left blank throughout. This field may also show up under a different caption, as the name is adjustable for site administrators in Application Administration, but it is identified in the Transactions tab as "Matter Amount".
Key Dates	Lists the date the matter opened and closed as well as last update and days active. Matter events also show up here.
Upload Document	Allows you to upload a document and set the category, author, keywords, and synopsis for the document.
Short-Term Reminders	Displays upcoming reminders. See Reminders.
Long-Term Reminders	Displays long-term reminders. See Reminders.
Related Info	Displays any miscellaneous information related to the matter record.
Patent, Trademark & Filings	Shows what information has been submitted to government agencies, and their statuses.
Information Text	Lists optional text fields to supply information to users viewing the matter.
Text Records	Lists longer text fields that provide relevant data to the matter.
Linked Records	Lists any records linked to the opened matter and their relationship to the matter. See View or Create a Linked Record.
Business Hierarchies	View the product and department percentages of the matter record.
Parties and Entities	View parties and entities associated with the matter.
Financials	Displays current fiscal year totals and lifetime invoice totals.
Documents	Lists all documents uploaded to the matter.
Location	Displays geographical data for the matter record.
Matter Navigation Bar	Contains options for further matter editing and details. See Matter Navigation Bar.
Finance Navigation Bar	Contains options for further details on matter finances. See Finance Navigation Bar.
Modules Navigation Bar	Contains options for matter module configuration. See Modules Navigation Bar.
Document Drop-Box	Allows quick document upload to server. See Document Drop-box.
Your Options	Allows you to hide parts of the screen and selected details. See Bottom Links.

Key Dates

Add or change the dates for matter requests and completion dates by clicking the highlighted title of the event and click the icon to select a date.

Set a reminder by typing into the text box below, then click Save to confirm changes.

Click the icon to delete the event.