Matters, Cases & Deals

A matter is the container for a piece of work and everything tied to it. In Litigation mode a matter is a case; in Transactional mode it's a deal; in Real Estate mode it's a property transaction. The concepts below apply to all three; where they differ, it's noted.

The matters list

Open Matters from the sidebar (labeled Deals or Deal Pipeline in transactional / real‑estate modes) to see the matters you have access to. Administrators see all matters in the tenant; other users see the matters they've been assigned to plus any organization‑wide (enterprise data‑lake) matters.

From the list you can open a matter, and — depending on your role — create a new one. Transactional and real‑estate modes also offer a pipeline view that arranges deals by stage.

Selecting your current matter

Use the matter selector in the sidebar to set your current matter. Doing so expands the sidebar to that matter's workspace and updates the URL so you can bookmark or share a deep link. You can switch matters at any time.

Inside a matter

A matter opens to an overview and a set of tabs that organize its work. The exact tabs depend on practice mode and matter type, but generally fall into three groups:

Case / deal information

• Overview — the matter's header and dashboard: title, number, status, priority, and key facts.
• Parties — the people and organizations involved (in litigation: plaintiffs, defendants, counsel; in deals: counterparties and advisors).
• Timeline — a chronology of key events, including events extracted from the matter's documents (see Timelines & Summaries).
• Court Docket (litigation) — docket entries imported from a court source, where you can find the operative complaint, motions, and orders. See Integrations → Court & docket import.
• Pleadings (litigation) — the matter's pleadings.

Documents & discovery

• Data Room / Evidence — the matter's documents and received evidence. See Data Rooms & Uploading Documents.
• Working Files / Case Files — firm‑authored work product kept separate from discovered evidence.
• Interviews / Depo Prep (litigation) — interview templates, scheduled sessions, and recordings. See Sessions & Transcription.

Analysis

• Findings — the matter's notebook of notes, theories, issues, and contradictions. See Findings.
• Checklists — for deals, the due‑diligence checklist; for litigation, case‑specific checklists and hearing preparation. See Deal Checklists & Request Lists.
• Hearing / Trial prep (litigation) — preparation surfaces for upcoming proceedings.
• Team — who is assigned to the matter and at what access level (managed by admins). See Administration.

Creating a matter

How matters are created depends on practice mode and your workflow:

• New matter intake — litigation tenants can create a matter from an intake form.
• Import from a court docket — create a litigation case directly from a CourtListener or UniCourt docket search. See Integrations → Court & docket import.
• New deal — transactional / real‑estate tenants create deals from the deals list or pipeline.

Newly created matters start empty; add documents (see Data Rooms & Uploading Documents) and assign team members (admins, via the Team tab) to begin work.

Matter status and lifecycle

Matters carry a status (e.g. active, closed/archived) and a priority. Closed or archived matters are typically hidden from default lists but remain accessible. Closing a matter does not delete its content.

Tips

• The fastest way to navigate within a matter is to ask Emma — e.g. "take me to the court docket" or "open document review filtered to John Smith's emails." See Emma.
• Deep links are stable: copy the URL of any matter view to share it with a colleague who also has access.