When you’re viewing, requesting, or creating a matter, you might encounter unfamiliar terminology. Here’s a description of the core matter fields to help you understand them. Note that the fields on a matter request form may be customized by your client and could include additional Custom Matter fields that aren’t listed here. If you need more details about what to include, please contact your client.
- Matter Name: The name of the legal project or case.
- Matter Reference: A unique reference number/ID for the Matter.
- Customer Matter ID: An additional reference number/ID for the Matter.
- Firm Matter Reference: A unique reference for your firm to use internally.
- Currency: The currency in which the Matter spend figure will appear.
- Matter Category: The type of legal work this Matter relates to.
- Entity: The legal entity of the customer that instructed this Matter.
- Budget: The overall cost budgeted for this Matter.
- Department: The function (department) that instructed the Matter.
- Internal Matter Lead: The lead in-house attorney managing the case.
- Country: The location where the Matter takes place.
- Lead Outside Counsel: The lead attorney in the vendor managing the case.
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