Here's how to work with matters in Counsel Exchange:

Assigned Matters

1. To view assigned matters, click on Matter in the left-hand side menu.

   

    

2. You'll see the full list of assigned matters, along with key details.

   Displayed details include Matter name, Status, Fee Arrangement, Created At date, and Billed amount. 

   Click the up/down arrow next to each column to sort by that column. You can also use the search bar to search through matters or the Viewing drop-down menu to customize the number of records you want to see on the screen. 

   

   1. Click into an individual matter to see the full matter details.

      You'll see key details at the top of the page (Matter, Fee Arrangement, Vendor Name, Currency, and Billed Amount). Use the tabs on the page to see information on Billing Authorization, Invoices, Budgets, Accruals, Files, and Updates. 

      

Archived Matters

1. Click on the Archived tab to view archived matters.

   Closed matters can be found under the archived tab. 

   

   To archive a matter or matters, click on the check boxes next to the selected matters (or click the top check box to select all matters) and select Archive under the Bulk Actions drop-down menu.

   

Archived matters will appear under the Archived tab. 

FAQS