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Matter Records

Click the Matter Records hyperlink in the Insurance Management sidebar to display a list of matter records with insurance policy coverage.

Matter Records Link

Along with the matter number and name, this list includes the policy for each matter in the Policy Occurrence column.

If a policy is assigned to multiple matter records, the number next to the policy specifies the order number of the matter record for that policy (ex: Self Insurance Policy 2012 [ 2 ]).

Click the matter number to navigate to that matter record's detail page.

Matter Records Page

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