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Info: Clicking on this icon will display additional information about the corresponding matter entry which is not seen in the matters list. The additional information includes the currency, start date, charge rate, and payment period.

Edit: Clicking this icon will direct you to the add matter screen of the matters menu and will automatically populate the fields with the information that was previously entered when the matter was created. At that point you can edit the information to update it as needed and then save your changes.

Duplicate: if you like to quickly create new matter based on existing record, you can use this functionality.

 


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