All your organisation's Matters are available from the Matters page. You can access individual Matters, assign one or more Matters to a Lawyer, and export one, multiple, or all Matters to a CSV spreadsheet via this page.

Matters

To access the Matters page, select the Matters icon from the sidebar.

The Matters page defaults to the My Matters tab, which displays all Matters you are assigned to. Select My Recent Matters to view your recent Matters, or select All Matters to view every Matter in your organisation.

Select a Matter's Title to view the Matter.

Bulk Actions

To export all Matters as a CSV spreadsheet, select Bulk Actions and Export All.

To export an individual Matter (or a selection of Matters) as a CSV spreadsheet, click on a Matter's row to highlight it (or use CTRL/Shift + Click to multi-select), then select Bulk Actions and Export Selected.

To assign (or reassign) one or more Matters to a Lawyer, click on a Matter's row to highlight it (or use CTRL/Shift + Click to multi-select), then select Bulk Actions and Assign to Lawyer.

In the window that opens, enter the name of a Lawyer and select OK. (A list of options will autocomplete as you type; select from the list as needed.)

Please note, only one Lawyer can be assigned to a Matter; assigning a new Lawyer to a Matter with a Lawyer already assigned removes the existing Lawyer in favour of the new Lawyer.

For more information on the Choose Columns option, view the Display Custom Fields in Matters Overview article.

Filters

Select the Filters tab to display the various filters available to sort the Matters. Please note, the Matter Status filter defaults to "Open".

To view closed Matters, select the Open button and select Closed, or select Clear to view both open and closed Matters.

Topics in this section

• Matter Dashboard
• Create a Matter
• Create Notes and Time Records
• Matter Details
• Matter Contacts
• Matter Documents
• Creating a Task for a Matter
• Matter Costs
• Matter Invoices
• Close a Matter
• Delete Matters