Task guide
The matter register, views and dashboard
Filter the matters you need, save the view for next time, find files nobody has touched, and read a matter at a glance.
The register
Matters lists every matter you may see, a page at a time. Filter by status, practice area, partner, fee earner, client, opening dates, court, stage and tag; sort by any column. My matters shows the ones you are on.
Saved views
Set the filters, sort and page size you use every week, then Save view under a name. Your views are yours alone; reorder them as you like.
Stale matters and time in stage
- Stale lists live matters nobody has touched for the firm's number of days. A closed file is not a neglected one, so only live matters count.
- Time in stage shows how long each matter has sat in its current stage, and which have sat too long.
The dashboard
Open a matter to read it on one screen: its parties, team and standing, the next hearing and deadline, the budget, the work in progress, and the latest activity.
The activity timeline
The Activity tab lists everything that happened on the matter, from status changes and notes to budget revisions and conflict checks, newest first, read from the audit trail.
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Read next
- Open a matterRecord the enquiry, add the client and parties, clear the conflict check and complete the opening checklist, then open the file.
- Set and revise a matter budgetA budget per matter, in its own currency, with optional phases, every revision kept, and the partner told as the spend approaches it.
- The case, hearings and filingsOpen the case on a matter, list hearings and record what the court did, and keep filings, service and orders that start time running.