1) Select a matter from the Matter Master List.
2) Once a matter has been selected, the system will navigate the user to the Matter Details page for the matter.
3) The Matter Details page will present the Basic Info sub-menu of the matter as shown below:
4) The Basic Info sub-menu consists of three parts: Label 1, Label 2, and Label 3.
- Label 2 – shows the matter client and person in charge section.
The information consists of:
- Client – is the client associated to the matter.
- Primary Contact – is the contact person for the client.
- Lawyer in Charge – is the lawyer in charge for handling the file.
- Staff in Charge – is the staff in charge for handling the file.
5) To edit client and person in charge section (Label 2), click the Edit button on top right.
6) A pop-up form will be displayed as shown below:
7) To apply changes, click on “Save Changes”.
8) To cancel, click on “Cancel”.
9) A success message will pop-up on top right to show the matter information has been successfully updated as shown below:
