To edit a matter in the Strata Collect application, please follow the guide below.

The video below demonstrates the steps for editing a matter.



Step 1: Navigate to the Matters Tab

Log into your account, then go to the Matters tab from the home screen. This section allows you to view and manage existing matters.

Step 2: Select the Matter to Edit

Locate the matter you wish to modify and click on it. This will open the matter’s details.

Step 3: Edit and Save Changes

Click the Edit (pen icon) button to update the necessary information. Once all details are correct, click Save to apply your changes.