Matter Summary Update
Sep 21, 2026 - 0 comments
With Matter Summary now having its own dedicated tab within the matter, you can access a summary of the matter directly from the matter screen. As a result, the existing Matter summary report Prompt will be removed from the top level of Forms & Precedents, helping avoid duplication and keeping the precedent list focused on content that still needs to be generated as a document.
The Matter summary letter to client and AML summary report will remain at the top level, as these continue to provide useful document-generation options.
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