Matters
Matters can be added by clicking the Matters tab, then downloading our .csv template, filling it out, and uploading it here:
The template includes
Matter ID (a number you can come up with to differentiate between matters)
Matter Name
Attorney Email
Billing Attorney Email
Start Date
End Date
Hours Billed
Client Name
Description
Matters will be visible to reviewers when filling out an evaluation form via the 'View Profile' button. To view the matters associated with a reviewee as an admin, click on the reviewee's name and the slide out will appear:
Please note: Reviewers see the reviewee's entries on any client matter they both appear on, in either role. They do not see the reviewee's other matters. Matters are uploaded per review cycle.
If you need any assistance, please visit our help chat!