To review or edit a Matter's Set-up, click on the ellipsis (...) icon to the right of any particular Matter.
You can also Rename or Archive a Matter from here, flag the Matter as a conflict, or to convert it between a Lawyer Matter and a Mediator Matter.
Click on Set-up if you wish to:
- Change the type of matter to Property, Parenting or Both;
- Change the Owner - this is the person that is responsible for managing a particular file
- Now invite the client to access the Questionnaire, or get the client's invitation link to re-send
- Check the User access or access logs
Note: If it is a mediator matter, be sure to check you are viewing the correct party at the top of the Set-up window: