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Matter Summary

The Summary tab of the Project page provides high-level information about your project, including the SO #, project name, start date, project status, review platform, and access restriction. Additionally, the KLDiscovery Contacts section provides quick links to e-mail your project manager, project support team, sales representative, or review manager (where applicable).

Viewing the Summary Tab

  1. On the Dashboard, click the Project Name you want to work with.

  2. On the Summary tab, view details of the selected project.
    CP-opening_project_2025-08-18