The Top Bar displays key information at the top of every Matter, Lead, and Contact. You can customize a default layout for your firm and create practice area-specific layouts for Matters and Leads to ensure users see the information most relevant to their workflow.
Watch the videos below to learn how to configure both.
Video 1: Customize the Default Top Bar
Learn how to configure the default Top Bar for Matters, Leads, and Contacts.
This video covers:
Accessing the Top Bar editor
Adding, removing, and reordering fields
Displaying Matter, Lead, Contact, and Client fields
Using Primary and Secondary rows
Saving and previewing your layout
For detailed written instructions, see:
Customize the Top Information Bar for Matters, Leads, and Contacts
Video 2: Customize the Top Bar by Practice Area
Learn how to create different Top Bar layouts for individual Matter and Lead practice areas.
This video covers:
Creating Practice Area Rules
Customizing layouts for specific practice areas
Editing and deleting Practice Area Rules
Understanding how Practice Area Rules work with the default layout
For detailed written instructions, see:
Personalize the Top Bar by Practice Area