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Changing a Matter’s Classification

Follow the steps below to change the legal section or matter type for an existing matter record.

To Change the Classification of a Matter:

  1. Open the Matters module.
  2. Open the Base Info tab of the appropriate matter.
  3. Click the btn_browse button next to either the Legal Section or Matter Type text boxes.
  4. Click OK on the message box warning that any changes will be saved to the database.
  5. On the Change Matter Type dialog box, click in the appropriate field and select from the dropdown list. If the legal section is changed, a new matter type also must be selected.
  6. Click  Continue to save your changes and return to the Base Info tab.
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