MATTERS

MATTER MANAGEMENT

• Referred Matters List
• Matter Details in CounselGO
• Sharing Matter Files
• Matter File Sharing Permissions
• Sharing Matter Updates
• Matter Updates Permissions

MATTERS FAQs

• What is a Client Matter ID?
• Can I download the list of assigned matters?
• How do I get a matter added to CounselGO?
• Why don't I see the Files tab on matters?
• Can I unshare a matter file with a client?
• Where do I find matter files shared by a client?

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