Matter Dashboard

Introduction

The Matter Dashboard provides a mechanism to show all Matters that have Events/Task within a date range. You can view all associated records, make updates and additions as well as search for Matters.

The Matter Dashboard Menu

Click the Matter Dashboard icon located in the Matter spring menu at the top of the Houdini desktop.

Layout

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The Matter Dashboard is 3 primary areas.

1. View bar: You can change the view of the Matter Dashboard from a detail view to list view by clicking these icons.

2. Search bar: From the search bar Search for Matters related to a Contact or Client. Search by Matter Type and/or Status. You can search for Matters that have Events occurring within a preselected date range or a range you define.

3. Matter list: This is a list of all Matter that fit the criteria specified in the Search bar as described above. You can edit and ad new Matters from this list as well. When you select a Matter from this list area 3 Matter Detail fills with data.

4. Matter detail: This area contains all the ancillary data related to a Matter. Documents, Contacts, To-Do, Email, Notes, Expenses, etc.

Matter Detail

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The Matter Detail area has several parts.

1. The Matter Reference and matter ID are located at the top.

2. The Matter type (Personal Injury, Appeal etc), Unbilled total (Events/Task that have not been invoiced) and Matter description make up area 2.

3. This is the list of Events/Task associated with this Matter. Items in bold are Events/Task in the future. You can customize what gets displayed in this list. See Navigation, Tables and List.

4. These are To-Do's associated with this Matter. Click the box to their left to mark them complete. You can add a To-Do/Action Item from hear as well.

5. These are related Contacts. The Contact in yellow or gold is the primary Contact or Client. If the Client is a Company the company name will appear along with the Contact persons name. You can edit a Contact's info, add a new Related Contact, Email a contact create a Phone Call Event/Task from this area as well.

6. These are related records tabs. Yo can view and edit Documents, Email, eDiscovery, Notes, and enter Expenses using these tabs.