How to add or change a Firm Matter Reference

The firm matter reference field may not be editable depending on your client's settings. If the field is not editable, contact your client for assistance.

To add or change a Firm Matter Reference:

1. Navigate to Menu > Matters > View Matters.
2. Use the search filters to locate the relevant Matter.
3. Click on the Matter Name to access the overview page.
4. If enabled, click on the Firm Matter Reference field to edit it.
5. Click the tick icon to submit the changes.