Viewing Your Matters

A matter is the central record for each legal case or transaction handled by your firm. Parties, documents, tasks, time entries, billing records, and communications are all linked to the relevant matter.

View Your Matters

1. Select Matters from the left-hand sidebar.

2. Browse the matter list, which includes:

   • Matter reference and title

   • Client name

   • Matter status, such as Open, On Hold, or Closed

   • Assigned fee earner

   • Date opened

   • Next critical date

Use the filters at the top of the page to narrow the list by status, matter type, fee earner, or practice area. You can also use the search bar to find a matter by reference, title, or client name.