Matter Summarizer Overview

November 3, 2026

The Matter Summarizer is an AI tool that summarizes a matter, extracting its key information and insights, so you can get up to speed on a case quickly.

Note. To use AI Tools, you need an AI integration. If you don’t have one, read Managing your AI Integrations, or ask your administrator to give you access to a firm integration.

Summarize a matter from AI Tools

  1. In the left menu, click AI Tools.
  2. In Matter Summarizer, click Summarize Matter.
AI Tools page with the AI Tools menu, the Matter Summarizer card and the Summarize Matter button highlighted
The AI Tools page.
  1. Select the AI integration to use.
  2. Select the AI Model of that provider.
  3. Search for and select the matter.
  4. Click Summarize Matter.
  5. When the summary is ready, click Print to print it.
  6. The list button opens your Saved AI Responses.
Matter Summarizer with the AI integration, Model and matter lists, Summarize Matter, Print and the Saved AI Responses button highlighted
The Matter Summarizer.

The summarizer reads the documents, activities and time entries of the matter. The summary has an executive summary, the key information of the matter (client, status, billing type and responsible attorney), its recent activities and the open action items. Maatdesk saves it automatically to your saved AI responses.

Summarize a matter from its dashboard

You can also summarize a matter without leaving it. Open the matter, then:

  1. Click the Matter Summary tab.
  2. Select the AI integration and the Model.
  3. Click Summarize Matter.
  4. Click Print to print the summary.
Matter Summary tab of a matter with the tab, the AI integration and Model lists, Summarize Matter and Print highlighted
The Matter Summary tab of a matter.

Note. AI can make mistakes. Always check the result against your documents before you rely on it.

Scroll to Top