Client matter numbers are used to organize and track work related to specific clients and matters. They help in billing, managing case files, and ensuring that all activities and expenses are accurately recorded for each client and case.
While using Harvey, you may need to view, edit, or upload your client matter numbers in bulk. This can be done from the Client Matters section in Settings.
To understand the typical user experience, please read our ‘Client Matters Numbers’ article.
Viewing and Editing Client Matter Numbers
As an Admin, you can view all client matter numbers in your workspace, along with the associated query and user counts.
Use the pencil icon to edit names or descriptions and the trash icon to delete any client matter number.
Adding Client Matters
Admins can add client matter numbers by clicking "Add" in the top right corner of the Client Matters page. Non-admin users, if permitted by their Admin (see below), can create single client matter numbers but cannot perform bulk uploads.
Note: The 'disallowed client matter' feature mentioned below is an additional feature. To enable, please contact your Harvey representative.
The modal offers two options:
Single
Client Matter #
Description
Allowed: This toggle lets Admins mark specific client matters as ‘disallowed’. When users try to select a disallowed client matter number, they'll see a warning message and won't be able to proceed.
Bulk
Upload a CSV following the format requirements stated.
The 'allowed (true/false)' column lets Admins mark specific client matters as ‘disallowed’. When users try to select a disallowed client matter number, they'll see a warning message and won't be able to proceed.
Additional Settings
At the bottom of the Client Matters page, Admins have control over additional features.
Do not allow users to submit a query without a client matter selected: Toggling this on/off will affect all users in your workspace.
Do not allow users to add, edit or delete client matters: Toggling this on/off will affect all non-Admin users in your workspace.
For further assistance, please contact [email protected]