Edit the Matter Summary Screen

The Matter Summary screen is like the dashboard but on a matter level. It displays client matter and billing information.

Edit the Matter Summary Screen

To edit the Matter Summary screen:

1. From the left navigation panel, click Matters.
2. On the Matters screen, double-click a matter to select it.
3. Scroll down to the Matter Details area and from the tabs, click Summary.
4. On the Matter Summary screen, hover your mouse over the right of the Client field.
   An edit pencil icon displays.
5. Click the icon.
6. On the Edit Contact screen, make your edits.
7. In the lower right corner, click Save.
   The Summary screen updates with your changes.