Matter Profiles: Generate and Share a Structured Matter View

Matter Profiles let you turn any matter into a clean, professional, ready-to-share document in just a few clicks. Instead of rebuilding summaries by hand every time someone asks "where does this matter stand?", you can generate a standardized overview straight from the platform and share it with managers, board members, or finance colleagues — without giving them access to the legal platform.

⭐ What Matter Profiles do

A Matter Profile is an exportable overview of a matter, generated directly from the All Matters list. It pulls the matter's structured information into a single document you can download and share.

• Generate a profile for one matter.
• Choose exactly which sections to include, and whether to show or hide empty ones.
• Export as PDF (best for sharing, printing, or archiving) or Word (.docx) (editable, compatible with Word and Google Docs).
• Keep communication consistent across your organization, with the platform staying the single source of truth.

A profile can include the following sections, shown in this order: Key Facts, Details, Spend (if activated on the matter type), Provisions (if activated on the matter type), and any additional / custom tables configured on the matter type.

✅ Before you start

• You need access to the Matter Management module and to the All Matters list.
• You need permission to view the matters you want to include in a profile.
• The Spend and Provisions sections only appear if they are activated on the relevant matter type.
• No email or extra setup is required — the generated file downloads directly in your browser.

✍ Generate a profile for a single matter

Generating a profile takes just a few clicks from the All Matters list. Once the modal opens, you first choose what to include, then set the output options.

1. Go to the All Matters list view.
2. Select exactly one matter. The Generate profile button appears in the action toolbar. (With no matter selected, the button is not shown.)
3. Click Generate profile. A modal titled "Generate profile — [Matter name]" opens.

Step 1 — Choose what goes into the profile

Select the sections to include. All sections are on by default; deselect anything you don't need:

• Key Facts
• Details — expandable, so you can select or deselect individual sub-sections
• Spend — shown only if activated on the matter type
• Provisions — shown only if activated on the matter type
• Additional tables — with individual table sub-selection

Step 2 — Set the output options

• Hide empty content (enabled by default) — sections and tables with no data are left out. Turn it off to keep them, with a "No data for this section" message.
• Export format — PDF (default) or Word (.docx).
• Table display format — Table view (default) exports only the first 5 columns of any table with more than 5 columns; List view exports all columns as a vertical list. Tables with 5 columns or fewer are always exported as a table.
• Save as default settings — saves your choices for next time. This preference is saved for your own account.

Use Back to return to Step 1 (your selection is kept), Cancel to close without generating, or Generate profile to produce the document. The file downloads directly in your browser and a success message confirms it is ready. Word output mirrors the same content and structure as the PDF.

✨ Tips & best practices

• Tick Save as default settings once you find a setup that works, so you don't reconfigure it every time.
• Choose List view when your tables have many columns and you don't want any data left out.
• Export to Word when you need to add commentary or adapt the document before sharing.
• Because a profile is a snapshot, regenerate it whenever the underlying matter changes so recipients always get current information.

⛔ Limitations & known constraints

• Profiles are generated one matter at a time — exporting several matters in a single action is not available yet.
• A Matter Profile is a snapshot taken at generation time — it does not update automatically after the matter changes.
• The file downloads in your browser; no email notification is sent when a profile is generated.
• The table display format applies uniformly to every table in the document; it cannot be set per table. The 5-column rule also applies to custom / additional tables.
• Save as default settings stores your preferences per user, and clicking Cancel never saves settings.

❓ FAQ

Do recipients need a DiliTrust account to view a profile?
No. You generate a standalone PDF or Word file that you can share like any other document.

Which formats can I export?
PDF (default) and Word (.docx).

Can I control which information appears?
Yes. Use the two-step flow to select sections and sub-sections, and to show or hide empty content.

What happens to empty sections?
By default they are hidden. If you keep them, they display a message such as "No data for this section."

Can I generate profiles for several matters at once?
Not for now — profiles are generated one matter at a time. Select a single matter to create its profile.