If you are the Owner of a Matter, you can update the following information at any time:
Matter Name, ID, and Description
Jurisdiction(s) and Practice Area(s)
Client
Additional Information (if required)
Invited Members- see here for more information.
Teams
To edit a Matter, follow these steps:
Locate your Matter and click on the name:
If you’re within a Portfolio, click on the Matters tab and find the relevant Matter; or
Click on Matters in the left-hand Navigation Menu and search for your Matter
Click on "Manage Matter" in the top right corner of the Matter Overview
Select the relevant section that you want to edit.
Make your changes and click the “Save Changes” button.