The Matters section behind the button enables you to search, filter, and view matters and matter-related information. You cannot add new matters, but CSI Lawyer users are able to create new matter requests on the Matter Requests tab.

The Matter Requests tab enables the same functionality for matter requests.

The Matters tab lists all the matters available in the CSI software and offers a search bar and filtering options to find the desired matter.  You can search for all matters or just for your favorite ones.

The icons on the matter status row indicate:

• Whether the matter has notes
  • Yellow: at least one note
  • Red: at least one important note
  • Turquoise: at least one important related note
• What type of matter it is:
  • Non-billable
  • Main matter or sub-matter
  • Fixed-fee matter
  • Insider matter

An icon has also been added in front of the matter type to indicate whether the matter is:
a) Billable , b) Internal , or c) Non-billable .

You can click on the matter on the list to see its details.

The additional matter-related details are organized into separate tabs for General, Entries, Parties, Identifications, and Notes.

Matter-related entries

The Entries tab lists all matter-related transactions and expenses.

You can search for specific transactions or expenses and filter out all/open entries and either your own entries or the ones made by others.

For restricted users, these filters are locked to “My own”. The parameters defined in the CSI software may also limit users’ access to their own entries only.

You can add a new transaction using the green Add transaction button. Expenses cannot be added in the application.

Matter parties

The Parties tab displays all customers involved in the matter. To restricted users, matter parties are not displayed. If there are multiple parties, you can search for a party with the name.

For each party the app displays the customer type (company/private person), name, roles within the matter, and the payer’s share.

You can click on any party to view its details: the home country, phone, email address, business ID and VAT number, address, and the customer responsible. The screen also allows you to view the party’s other matters and notes.

Matter-related identifications

If identification is in use, the Identification tab displays a list of any matter-related identifications which concern the customers involved in the matter. The tab is not displayed to restricted users.

For each identification event, the app displays its status (not started, started, done), the required Identification level (simplified, standard, enhanced, not needed), the customer’s name, the risk assessment level and the date when the identification was last reviewed.

Matter-related notes

In the Notes tab, you can store additional information relevant to the matter. Notes are not displayed to restricted users.

For each note entry, the app displays the author of the note, the note text, and the creation date.

By clicking on the Edit button , the app opens a screen where you can edit the note content. After making your changes, click somewhere at the top of the screen to hide the keyboard and to have the Save button displayed.

If a note has attachments, you can open them by clicking the  button. The same function also allows you to download the attachment and save it to your chosen location. You can also delete notes from a matter.