How to add or change a Firm Matter Reference

📌 Your ability to edit the Firm Matter Reference depends on your client’s settings. If the field is not editable, you must contact your client to enable this feature.  

Steps to Add or Change a Firm Matter Reference

1️⃣ Go to Menu > Matters > View Matters.
2️⃣ Use the Search Filters to find the relevant matter.
3️⃣ Click on the Matter Name to open the overview page.
4️⃣ If enabled, click the Firm Matter Reference field to edit.
5️⃣ Click the tick icon to save your changes.

Important Notes

✔ If the field is not editable, you must contact your client to update it.
✔ Changes are only possible if your client has enabled this feature.