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Bulk Update Matters

Update multiple matters at once by managing dates, members, tags, privacy, retainers, and other matter details in a single action.

Written by Devanshi Kackar

Bulk Update lets you update multiple matters at once rather than editing each matter individually. Simply select the matters you want to modify, choose the field you’d like to update, and apply the changes to all selected matters in one action.

Who can use Bulk Update?

Bulk Update permissions depend on the user’s role.

Role

Bulk Update

Download

Owner

✅ Yes

✅ Yes

Admin

✅ Yes

✅ Yes

Member

❌ No

❌ No

Co-counsel

❌ No

❌ No

Client

❌ No

❌ No

Custom Role

✅ Only if Bulk Update permission is enabled

❌ No

Important:

  • Download is available only to Owners and Admins.

  • There is no bulk Delete option for Matters. Matters can be closed using the separate Close Matter action.

  • If your role does not have Bulk Update permission, the Bulk Action Bar will not appear.

  • Bulk Update only affects matters you already have permission to access.

How to Bulk Update Matters

  1. Navigate to Matters.

  2. Select the checkbox beside each matter you want to update.

  3. Once matters are selected, the Bulk Action Bar appears at the bottom of the page.

  4. Choose the field or action you want to update.

  5. Select the new value.

  6. Review and confirm the change.

The Bulk Action Bar includes the following options:

  • Open Date

  • Close Date

  • Originating Timekeeper

  • Responsible Timekeeper

  • Members

  • Tags

  • Color

  • Pipeline/Stage

  • Practice Area

  • Location

  • Privacy

  • Set Retainer

  • Close Matter

  • Merge Matters

  • Download (Owners and Admins only)

Every Bulk Update action requires confirmation before the changes are applied.

Update Open Date or Close Date

Open Date and Close Date are single-date fields.

To update either date:

  1. Select the desired matters.

  2. Choose Open Date or Close Date from the Bulk Action Bar.

  3. Select a date.

  4. Confirm the update.

The selected date replaces the existing date for all selected matters.

Update Pipeline and Stage

Pipeline and Stage are updated together. To update them:

  1. Select the desired matters.

  2. Choose Pipeline/Stage.

  3. Select a Pipeline.

  4. Select a Stage within that Pipeline.

  5. Confirm the update.

Both Pipeline and Stage are required and cannot be left blank.

Update Practice Area, Location, or Color

You can update these fields across multiple matters:

  • Practice Area — Select the Practice Area you want to apply.

  • Location — Select the Location you want to apply.

  • Color — Select the Color you want to apply.

The selected value replaces the existing value on all selected matters.

Update Privacy

You can change the Privacy setting for all selected matters to either:

  • Public

  • Private

When a matter is set to Private, access is limited to the Firm Owner and the matter’s Members. Other users will no longer have access to the matter.

Update Timekeepers

You can bulk update both the Originating Timekeeper and Responsible Timekeeper.

To update a Timekeeper:

  1. Select the desired matters.

  2. Choose Originating Timekeeper or Responsible Timekeeper.

  3. Select a teammate.

  4. Confirm the update.

The selected teammate is assigned as the Timekeeper for all selected matters.

Note:

  • Only teammates within your firm are available for selection.

  • A Timekeeper must be selected. These fields cannot be cleared through Bulk Update.

Update Members

A matter can have multiple members. Bulk Update provides three options for managing them:

Add

Adds the selected teammates to all chosen matters while keeping the existing members.

Replace

Removes the existing members and replaces them with the teammates you select.

At least one member must be selected.

Remove

Removes selected members from the chosen matters.

Only matters where the selected teammate is currently a member are affected.

Note: Only teammates within your firm can be selected as matter members.

Update Tags

Matter Tags can also be managed using Add, Replace, and Remove.

Add

Adds the selected tags to all chosen matters while keeping existing tags. Duplicate tags are not created.

Replace

Removes the existing tags and replaces them with the tags you select.

At least one tag must be selected.

Remove

Removes the selected tags only from matters where those tags currently exist.

Set or Remove a Retainer

The Set Retainer option allows you to either set or remove retainers across multiple matters.

Set Retainer

  1. Select Set Retainer.

  2. Enter the Minimum Evergreen Retainer amount.

  3. Confirm the update.

The amount must be a valid value greater than zero and will be applied to all selected matters.

Remove Retainer

Select Remove Retainer to clear the retainer from all selected matters.

You will be asked to confirm the action before the change is applied.

Close Matters

The Close Matter option allows you to close selected matters directly from the Bulk Action Bar.

Merge Matters

The Merge Matters option allows you to merge selected matters.

To learn how to merge matters, refer to the Merge Matters documentation.

Download Matters

Owners and Admins can download selected matters using the Download option in the Bulk Action Bar.

This option is not available to other user roles, including custom roles with Bulk Update permission.

Where Bulk Update is Available

Bulk Update works consistently across your Matters lists, including:

  • Open Matters

  • Pipeline tabs

  • Custom tabs

  • Closed Matters

  • All Matters

  • Custom views created within these tabs

Select matters from any of these locations to access the same Bulk Action Bar and Bulk Update options.

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