Matters can be marked as Confidential to restrict who has access to the information contained within the matter. Confidential matters are restricted to view to the Matter Team assigned to the matter.
Note: A user with the "Confidential Matter Accounting Override" and "Confidential Matter Documents Override" permissions (such as the Trust Accountant) will still be able to access the matter information.
You must be part of the Matter Team in order to edit the matter to a Confidential status.
If you are not currently part of the Matter team, select 'Edit' under 'Matter' on the ribbon, add yourself to the Matter team, 'Save & Close', then re-select 'Edit', tick the 'Confidential matter' box and 'Save & Close'.