Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.


Offers and Demands

To access a matter's offers and demands, select the Offers and Demands tab in the Finance Navigation Bar. The record list is displayed in chronological order (oldest first).

Note: If you do no see this section within the matter record, some of your Matter Financial permissions may be turned off in your user profile.

Finance: Offers and Demands

  • star—An acceptance date is associated to the record; hold your mouse pointer over the icon to see the date
  • offers and demands icon—Contains amounts conveyed by the party/entity (demands and counter offers)
  • magnifying glass—View details and edit the offer or demand

If there is more than one name listed, click on the name to refocus the list just for that party or entity. The opportunity to record a counter offer or delete the record is also available.

Note: If an offer has been accepted, a counter offer can not be recorded.

Offers and Demands

  • Was this article helpful?