In Apperio you can change the name of a matter to your choosing.
How to edit a matter name
To edit the name of a matter, select the matters list from the Apperio navigation and find the matter by searching or filtering.
Select a matter from the matters list. On the matters page select the cog icon on the top right. Edit the name of the matter and click ‘SAVE’. Note that you can only change the matter name on the matter page itself not through the matter list quick edit.
Once a matter name has been changed, an alert icon will appear next to the matter name. This signifies that the name of the matter is different from that used in the practise management system of your law firm.
The adjusted matter name can only be viewed by you and the original name will appear as normal for your law firm. Select the cog icon to see the matter name used by your law firm.
