The Matter dashboard brings together everything about one matter: client, case details, balances, activities, documents, communications and more, organized in tabs.
To open it, click the underlined name of a matter, for example in the Matters list.
Table of contents
Dashboard tab
- The status badge and the matter name.
- The tabs of the matter. More opens the rest of the tabs.
- Customize Dashboard lets you move and resize the cards of the Dashboard tab. Click Done Editing to keep the changes or Cancel to discard them.
- Edit Matter opens the matter form.
- The settings (gear) button opens Customize Matter Navigation, where you choose the tabs of the matter.
- Client: the client’s contact details. Edit opens the contact form.
- Case Details: status, practice area, matter type, jurisdiction, subject, billable type, description, attorneys, office and dates.
- Billing Resume: amounts collected and refunded, available operating and trust balances, awaiting payment and unbilled balances, and the Running Case Balance. Print Case Statement prints a statement.
- Upcoming Events of the matter.
- UnBilled Balances: unbilled flat fees, time entries and expenses. Click + to add one, or Add Bill to bill them.
- Go to activities opens the Activities tab.
- Account Balance: the operating and trust balances of the matter, with Deposit buttons.
- Request Funds creates a funding request.
- Time Entries: billable and non-billable hours by timekeeper.
Further down, the Deadlines card lists the active deadlines of the matter with their Name/Type, Due Date, Criticality, Assigned To, Urgency and Actions. Turn on Show All to also see satisfied and waived deadlines. See Managing Matter Deadlines.
Tabs
- Click More.
- Select the tab to open.
| Tab | What it shows |
|---|---|
| Matter Summary | An AI-generated summary of the matter. Select a template and a model, click Summarize Matter, and print the result if needed. |
| Activities | Time entries, expenses and flat fees. |
| Tasks | Tasks of the matter. |
| Deadlines | Deadlines of the matter. See Managing Matter Deadlines. |
| Events | Calendar events of the matter. |
| Documents | Files and folders. See Document Management. |
| Bills | Bills of the matter. |
| Questionnaires | Questionnaires sent for the matter. See Questionnaires Overview. |
| Requests | Funding requests. |
| Payments | Payments and refunds. |
| Transactions | Account transactions of the matter. |
| Communications | Emails, call logs and secure messages. See Email integration. |
| Notes | Notes. See How to work with Notes. |
| Timeline | A history of the matter. See Matter Timeline Overview. |
| Feed | A log of changes. |
| Matter Team | The users who work on the matter, with their Professional Role and badges such as Responsible Attorney or Originating Attorney. Click Add Member to add a user. |
| Participants | The contacts involved in the matter, including the client, with their Participant Role, Participant Side, Participant Status, Claim Amount and Waiver Reference. Click Add Participant to add one or Export to Excel to export the list. See Managing Participant Roles. |
Note. Matters with the Contingency Fee billing method also have a Settlement Ledger tab under More, after Transactions. See Managing Settlement Ledgers.
Choose the tabs you see
- On the matter, click the settings (gear) button. The Customize Matter Navigation panel opens.
- Under Pinned Tabs (visible), drag the tabs to reorder them. Use the pin icons to move tabs between the pinned list and the More menu. You can pin up to 12 tabs. Dashboard is always pinned.
- Under Available Tabs (in More menu), select the tabs to show in More.
- Click Save. To return to the original layout, click Reset to Default.