Editing a Matter

Modified on Wed, 15 May 2024 at 01:19 PM

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After you create a matter in Actionstep, you can edit it to make additional adjustments. You can edit the matter properties as well as track work you are doing on the matter using the various workflow pages. 




How-To Video






Editing a Matter

There are a number of things you can edit in a matter from changing the properties of the matter (like matter name, restricting access, etc.) to managing documents, contacts, tasks, and accounting—just to name a few. 



To do this:

  1. In Actionstep, find and open your matter using one of the following options:
    • Search for and select the matter using the Quick Search box.
    • Click the Matters tab and use the list of options to locate and open your matter.
  2. Optionally, to edit the setup properties of the matter, click the tooltip icon next to the matter name and update any of the following fields:
    • Title
    • Matter icon
    • File Reference
    • Assigned to
    • Priority
    • Status
    • Matter banner
    • Division
    • Restricted Access
  3. Click a specific menu icon for different tasks you can perform for the matter:
    1. Home: This page provides a high-level overview and reminders of the different tasks associated with the matter.
    2. Parties: This page shows the different contacts associated with the matter and their roles. See Adding a Contact and Editing a Contact for more information.
    3. Steps: Use this page to review the workflow history for the matter as well as a breakdown of the different steps you must complete to see the matter through. See Configuring your Workflow for more information.
    4. File Notes: Use this page to view both user and system notes associated with the matter. User notes are explicitly added by Actionstep users, while system notes show timestamped history of system events (like when contacts are added or removed or when a document is updated). See Creating and Editing File Notes for more information.
    5. Appointments: This page shows meetings that have been scheduled for the matter. See Creating and Editing Appointments for more information.
    6. Tasks: Use this tab to create and manage tasks that must be completed for the matter. See Adding a Task and Editing a Task for more information.
    7. Comms: Use this page to review any communications that have been logged for the matter. This can include emails, phone calls, and text messages. 
    8. Alerts: This page allows you to create alerts or reminders associated with the matter. See Creating Matter Alerts for more information.
    9. View: This page shows a consolidated, chronological view of matter activities and documents. You can select items in the list and preview them. See Working with the Matter View Page for more information.
    10. Documents: Use this page to view and manage all of the documents associated with the matter. See Documents Overview for more information.
    11. Reports: Use this page to view and generate matter-related reports.
    12. Billing: This page shows billing data associated with the matter and provides tools for isolating the data and invoicing it. See Setting Up Billing for a Specific Matter for more information. 
    13. Wiki: Use this page to provide wiki-style content for the matter type. This type of information can help your system users know how best to manage this particular type of case. See Matter Wiki for more information. 
    14. Portal: This page provides a view into the area where you can exchange communications and documents directly with the contacts associated with the party. See Client Portal Overview for more information.
  4. Track how your matter is progressing using the workflow ribbon. See Matter Steps for more information/ 




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