When you share a matter with a client, the client is able to see the full details of each time entry, including task, rate, and timekeeper name. Notes are also shared unless they are disabled for each matter on the Matters page.
To share a matter with a client:
- Open the Matters page and click the Share icon in the Actions column for the particular matter. Alternatively, you can open the Matter Detail page for the individual matter, click the gear icon to the right of the matter name, and click Share.
- Select your client from the list that appears.
- Click Share.
- Review the client, matter access, and data permissions.
- Click Submit.