A matter banner is a short message that appears across the top of a matter, so everyone who opens the matter sees it straight away. Use it for important information staff must not miss, such as Only contact the client by work email or Billing on hold.

Adding a Banner to a Matter

You add banner text in the matter's setup properties. The banner then appears at the top of the matter, below the main toolbar.

To add or change a matter banner:

1. View the matter you want to assign the banner to. (See Editing a Matter for help.)
2. Click the information icon (i) next to the matter name, then click Edit. The Edit Matter Properties window appears.
3. In the Matter banner field, enter the text you want to display, or change the existing text.
4. Click Save to save your changes.

Removing a Matter Banner

When the information no longer applies, remove the banner so it doesn't distract from new alerts.

To remove a matter banner:

1. View the matter you want to remove the banner from. (See Editing a Matter for help.)
2. Click the tooltip icon (i) next to the matter name, then click Edit.
3. Delete the text in the Matter banner field.
4. Click Save to save your changes.

Finding All Matters That Have a Banner (Admin)

There is no built-in report of matters with banners, but an admin can add the banner text as a column in a custom matter list. The text displayed in the banner itself will be shown in this list.

To show banners in a matter list:

1. An admin user can go to Admin > Custom List Views > Matter List. The Custom Actions List page appears.
2. Click the link for the custom list you want to add the banner column to. The Column Definitions page appears.
3. Click Add Column. A window appears with information about column setup.
4. Enter a Label for the column you're adding (e.g., Banners).
5. Make sure Action is selected for Data Source.
6. Complete any other fields under Column Setup as needed.
7. Click the Action Data drop-down list and select Banner Warning/Text.
8. Click Save to save your changes.
9. Open the matter list. The new column now shows the banner text for each matter.

What You Can't Do with Matter Banners

Matter banners are intentionally simple. The following aren't currently possible:

• Change the color or size of the banner. All matter banners use the same style.
• Add a banner to a contact or client. Banners only exist on matters, and a banner on one matter doesn't carry over to the client's other matters. To record important information about a client, use participant custom data fields or notes on the contact card. See Participant Custom Data Overview and Getting to Know the Contact Card.
• Add a banner to the Home page or toolbar for all users. There is no firm-wide banner.

Updated November 13, 2026 19:16