Objective:

• What are the different cards/section in the Dashboard tab of Matters?
• Overview of the Matter Dashboard tab

Environment:

• Clio Manage

Additional Information:

What Contact Information is Visible from the Matter Dashboard?

Answer:

1. Financial
   • Budget: Total, Remainder, and Budget forecast
   • Total time: All Time Entries added to the Matter (both Billed and Unbilled)
   • Total expenses: All Expenses added to the Matter (both Billed and Unbilled)
   • Outstanding balance: Amount due on unpaid, approved Bills
   • Trust funds: Balance in trust for the specific Matter
   • Options: Quick bill, Add time, Add expense, New request (trust), View client level funds
2. Details: Data input into standard Matter fields
   • Options: Status drop-down menu
3. Custom Fields: Data input into Custom Fields
4. Contacts: Client and Related contacts
   • Options: Add related contact
5. Timeline: Log of all activity on the Matter (creations, edits, and deletions)
   • Options: Filters, Export
6. Options: Share, Edit