General Tab within a Matter

An Orange field is a recommended field to complete. In the example above The Costs Agreement Date in the General Tab is the only recommended field to complete.

Client Reference: This is a reference you want to use for the matter and will come out on correspondence where appropriate. This helps facilitate communication with them.

Costs Agreement Date: This is when you sent the client a Costs Agreement. If this is filled in it will make the appropriate reference to it at the bottom of an invoice.

Matter Owner: This is the solicitor who is responsible for overseeing the matter, such as the owner or partner of the firm.

Primary Fee Earner: This is the solicitor who is doing the actual work on the matter.

Estimate fields: They allow you to enter an estimate range for the matter.