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Matter Overview

Matter Overview

When you open up a matter, one of the tabs will be the 'Overview' which displays summary information about the matter in a set of configurable panels. As an administrator, you can create custom sets of panels for the various Matter Types and System Roles, which means that a paralegal looking at litigation matter might have a different overview layout to a partner looking at a real-estate matter. Customized overview screens allow users to see the most important information about a matter at a glance. And as an administrator, this gives you an opportunity to add a lot of value to the user experience.

 

 

https://support.actionstep.com/support/solutions/articles/150000019924-matter-screen-overview in Actionstep Help Center

 

 

Hands-on

Hands-on

  • Drag matter overview panels to rearrange on a matter.

 

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