Matters
The Matters module is where legal work lives. A matter is any discrete piece of work for a client — a case, a transaction, an opinion, a mediation.
Matter list
Matters — list view with search and filters. Click any matter to open its workspace.
Creating a matter
Matters → Conflict checkfirst — confirm no existing matter involves the opposing party.Matters → New— pick the client, matter type, practice area, team, budget, and key dates.- Save — you land in the matter's workspace.
Inside a matter: the tabs
Each matter has its own workspace organised into tabs:
| Tab | What it holds |
|---|---|
| Overview | Summary, status, client, team, budget vs. actual |
| Briefs | Case submissions and written arguments |
| Activities | Short chronological log of events |
| Tasks | Work items assigned to the team |
| Time entries | Billable and non-billable hours logged |
| Expenses | Disbursements (filing fees, courier, travel) |
| Documents | Versioned file store, with checkout/check-in |
| Important dates | Hearings, deadlines, statute dates |
| Evidence | Exhibits and supporting materials (litigation) |
| Trial | Trial details and outcome (litigation) |
| Team | Lawyers and clerks on the matter |
| Timeline | A composed timeline of everything |
Plus related records accessible from the matter:
- Opposing parties and opposing lawyers
- Notes — private internal notes
- Meetings — matter-specific meetings
- Payments — payments received against this matter
Matter status
OPEN— newly createdIN_PROGRESS— active workON_HOLD— pausedCLOSED— work completedARCHIVED— retained for reference only
Matter type
Matters are typed so reports and workflow rules can treat them differently:
- Litigation
- Transaction
- Legal Opinion
- Alternative dispute resolution
- Mediation
An administrator can configure additional matter types under Admin → Matter Types.
Statute of limitations alerts
If a matter has a statute of limitations date, the system surfaces statute alerts as the date approaches. These show in dashboards and notifications so nothing slips.
Conflict check
Matters → Conflict check searches existing matters for any involvement of the opposing party you enter. Always run this before opening a new matter.
Deadline rules
If your firm has configured deadline rules (Admin → Deadline Rules), creating a triggering event on a matter (e.g. "claim filed") can automatically schedule a chain of follow-up deadlines (e.g. "summons service deadline: +14 days").