Manage Matter Owners

A matter owner is the lawyer responsible for administering the case. In a law office with many lawyers, naming a matter owner can help you organize matters and generate reports. 

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Add a Matter Owner

To add a matter owner:

  1. From the left navigation panel, click Setup.
  2. From the Setup left navigation, click Matter Owner.
  3. From the toolbar atop the Matter Owner screen, click Add.
  4. On the Add Matter Owner screen, in the Name field, enter the matter owner’s name.
  5. If you are using class-based reporting and want to add this Matter Owner to a class, from the Class field’s drop-down menu, click the class. 
  6. Click Save.
    The system adds your matter owner to the drop-down. 

Edit a Matter Owner

To edit a matter owner:

  1. From the left navigation panel, click Setup.
  2. From the Setup left navigation, click Matter Owner.
  3. On the Matter Owner screen, either double-click the matter owner, or single-click it, and then from the toolbar, click Edit.
  4. On the Edit Matter Owner screen, edit the fields as needed.
  5. Click Save.
    The system saves your matter owner changes.

Deactivate a Matter Owner

To deactivate a matter owner:

  1. From the left navigation panel, click Setup.
  2. From the Setup left navigation, click Matter Owner.
  3. On the Matter Owner screen, double-click the matter owner, or single-click it, and then from the toolbar, click Edit.
  4. On the Edit Matter Owner screen, uncheck the Active checkbox.
  5. Click Save.
    The system deactivates the matter owner and moves them to the Inactive area.

Delete a Matter Owner

To delete a matter owner:

  1. From the left navigation panel, click Setup.
  2. From the Setup left navigation, click Matter Owner.
  3. On the Matter Owner screen, single-click the matter owner, and then from the toolbar, click Delete.
    The Delete Matter Owner screen message box reads: Are you sure you want to delete selected Matter Owner?
  4. Click Yes.
    The system deletes the matter owner.
Updated on March 9, 2022

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