Complete or Update the Matter Profile

When a company user creates a matter, both company and law firm users complete certain information about a matter. This information is referred to as the matter profile. The matter profile information is shown on the
Profile
tab for the matter.
To complete or update a matter profile:
  1. From the Matter list page, access the matter, then click
    Profile
    .
  2. Click
    Edit
    in the toolbar.
  3. Complete the required fields. Required fields are marked with a red star.
  4. Click
    Save & close
    in the toolbar.