#Short answer
Use this feature from the relevant Beagle workspace or Settings area. The exact controls may vary by version, but the safest approach is to open the related section, review the available fields, and save only after confirming the record is accurate.
Practice note: Closed matters often still contain important billing, deadline, evidence, and history records. Archive rather than delete unless you are certain deletion is appropriate.
#How to use this in practice
- Open the relevant Beagle section or setting described above.
- Confirm you are working in the correct firm, client, matter, or date range.
- Enter or review the information carefully before saving, billing, exporting, or relying on the record.
- If the item affects billing, trust funds, deadlines, or case history, review it a second time before sending anything to a client or using it for a report.
#What to watch for
- Beagle is designed to preserve law-office context. Prefer accurate, plain-language descriptions over shorthand only you understand.
- If a record is connected to billing, a client, or a matter, changes may affect reports, invoices, or matter history.
- When in doubt, archive inactive records rather than deleting them.