Overview of Basic Matter Information

At the bottom of the left side of the matter detail panel, you will find a quick view of all the basic information related to the matter. This includes details like the client’s name, the practice area, and some information about the matter’s accounting status. This section is designed to give you immediate access to the key details you need.

On the right side of the matter’s detail panel, you will find a series of tabs that provide access to different functions and features related to the matter.