Overview tab
The Overview tab shows the matter status pipeline: Enquiry, Active, On hold, Closing, and Closed. To change status, click the status badge and select the new state. Status changes are logged on the Timeline tab. The parties panel lists the client, counterparties, and external counsel. The matter reference number is auto-assigned when the matter is created.Documents tab
The Documents tab is the matter’s document library. Upload files, search by title, and filter by document status: Draft, Review, or Approved.Correspondence tab
Filed emails and messages linked to this matter appear here. Each matter has a dedicated email address. Forward correspondence to that address to file it automatically.Tasks tab
Create tasks, assign them to matter members, and set due dates. Overdue tasks appear on the home dashboard. Task status options include To do, In progress, Blocked, and Done.Timeline tab
The Timeline is an auto-generated chronological log of all matter events. It cannot be edited manually. Every status change, document upload, and team change is recorded here.Relationships tab
View counterparties, related entities, and cross-matter connections. Use this tab to understand how parties connect across your portfolio.Team tab
The Team tab lists matter members and their matter roles. Add or remove members from this tab.Ethical walls
An ethical wall restricts specific users or teams from accessing a matter, even if they belong to the same organisation.Billing tab
The Billing tab shows time entries for this matter, invoices linked to the matter, and a WIP summary.Documents
Upload, version, and review documents.
Conflict clearance
Automatic and manual conflict checks.