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Add a work highlight

A matter is the container; a work highlight is the individually describable piece of work inside it. Highlights are what a directory submission actually quotes — the matter provides the client, value and dates, the highlight provides the copy.

One matter can carry several highlights. A long-running relationship might yield one per transaction, each submittable to a different directory or year.

Directories do not want your matter list. They want a few hundred words on why a specific piece of work was difficult, novel or significant, and who did it. That is a different kind of writing from a matter record, and it is far better done while the work is fresh.

Highlights also carry their own approval, because what goes to a directory usually needs a partner’s sign-off — which is a slower process than writing.

  1. In the left menu bar, click matters under the Database heading.

Step 1

  1. Open the record you want to work with.

Step 2

  1. On the matter, open the Work highlights tab.

Step 3

  1. Click Create work highlight.

Step 4

  1. Describe the work — what was at stake, what made it difficult, and who did it — then save.

Step 5