1. Select Cases.
    The Cases dashboard with the list of cases appears.
  2. On the Cases dashboard, in the row of the case you want to update, select  > Case Details.
    Alternatively    ,
    1. Select anywhere on the row of the case you want to update. The Matters page appears.
    2. Select the Case Details tab. The Case Details - Overview page displaying the general details, staffing details, security details, matters, conflict details, and matter security distribution appears.

From the menu displayed, click the required tab to perform the corresponding tasks.

Table:  Sub-tabs under Case Details tab

Tab

Functionality

General Details

Update the general details, administrator and administrator types for the case, and the scheduled review for the case.

Security Policy

Update the case's security policy, access request settings, memo and holds.

Staffing

Update the users in the case team, support staff list and responsible attorney.

Notifications

Update the notification settings for the case.

Conflicted Users

If you have the Conflicts Officer or Conflicts Administrator role, update the list of users with conflicts with the current case.

Opposing Team Sets

If you have the Conflicts Officer or Conflicts Administrator role, update the list of cases working on opposing matters of the current case.

NOTE:

Alternatively, in the Case Details - Overview page, click the respective buttons to navigate to the content under the corresponding tabs. See Viewing Case Details.