Matters

Overview

Matters are containers for grouping related documents — think of them as folders for a deal, case, or project. Each matter tracks its documents, assignments, and activity history.

Matters list

The main page shows all your matters in a data table with:

• Name and description
• Status — Active or Archived
• Document count
• Assignment count
• Created / Updated dates

Use the search bar to filter by name or description, and the status dropdown to show All, Active, or Archived matters.

Creating a matter

Click Create Matter and fill in:

• Name — A descriptive name for the matter
• Description — Optional context about the matter

Matter detail

Click any matter to open its detail page with three main sections:

Matter information

• Editable name and description — click to edit inline, changes save automatically
• Parties — Lists all parties and their roles across documents in this matter
• Edit mode — Override the default editing policy (Track Changes or Direct Edit) for this matter
• Created / Updated timestamps

Documents

A table of all documents assigned to this matter, showing:

• Document name
• Lifecycle stage badge
• Process status
• Last updated date
• Active assignments with role details (expand a row to see)

Click Add Document to upload a new file directly into the matter.

Activity timeline

A chronological feed of everything that's happened in the matter:

• Document stage changes
• Process status updates
• Who made each change and when

Archiving

Use the dropdown menu on any matter row to Archive or Unarchive it. Archived matters are hidden from the Active filter but can still be viewed by switching to All or Archived status.