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Record Settlement Negotiations in SB


I’m pretty sure I once saw a place in SB where you could document settlement negotiations, but now I can’t find it, and I can’t find any guidance.  Anyone know where it is? 

Best answer by emily142

Hey there! That field is available in certain matter types for various areas of law. Open your matter, go to the upper right corner of the matter template and click on the GEAR icon (cog wheel). There you will find additional fields that you can add to your matter template!

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  • Smokeball Team
  • April 12, 2023

Hey there! That field is available in certain matter types for various areas of law. Open your matter, go to the upper right corner of the matter template and click on the GEAR icon (cog wheel). There you will find additional fields that you can add to your matter template!


  • Contributor
  • April 12, 2023

Thanks! 


  • Smokeball Team
  • April 12, 2023

Sure thing!


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