Access my matter overview

Once your matter is created, access the overview page. In the overview page, gather all information regarding the matter, from the activity feed to documents, have everything in one place.

In this article, we will go over the information in a matter overview:

• Matters main information
• Overview
• Details
• Document
• Delete a matter

Matters main information

In the matter overview, find the matter’s main information, name, description, the owner and status and start date. 

The user that created the matter is automatically the matter owner. It is possible to change the matter owner. 

Click on the matter owner’s name and select a new user. The selected user will become the matter owner.

You can enable the “QuickView” to create a clear, concise update of your matter that automatically updates as new elements are added.

Overview

Centralize all your matter updates and new elements in the activity feed. With the activity ensure that the matters updates are in one place and available to the right people.

Click on the "Add a key update, event, or decision" button and add information to the activity feed.

Details

Find in the details tab the information completed in the form. Click on the arrow next to an element to update it.

Document

Centralize all documents linked to the matter in the Documents tab.

Either drag and drop or click on “Add a document” and select one from your computer.

Every document added will be available on the table. Use the arrows next to the column names to sort the documents. 

• Find more information on matter documentation in the dedicated article.

Delete a matter

If your role allows it, you can delete a matter. Click on the ellipsis at the top right of the page (3 small dots) and click on Delete and confirm. 

Note that all deletion is permanent.