Lesson 4 of 8 · 8 min

Navigating matter views

The List and Board, plus the tabs inside a matter.

Lesson 4 of 8

There are two ways to look at your caseload as a whole, and a set of tabs for working inside a single matter. This lesson shows you both so you always know where to find things.

  1. 1

    The List

    Matters opens on the List: your matters in a table you can sort, with search and filters to narrow it. The view menu at the top offers ready-made views (such as open matters) and any you save yourself, so a combination of filters is one click away next time.

  2. 2

    The Board

    Switch to Board to see matters as cards in columns, one column per stage, for a quick read of where everything sits. Sort sets the order within each column, and people who can change stages get Edit stages, which opens that kind of work's stages in Settings.

  3. 3

    Open a matter: the tabs

    Click any matter to open it. Under its name are the stage bar and a row of tabs: Overview, Tasks, Documents, Emails & notes, People, Dates, Money and Details, with Client portal and History under More when they don't fit. The ⋯ All actions menu beside the next step holds the rest: request documents, ask for help, start a timer, edit details, view as client. Click through a couple of tabs to get your bearings.

  4. 4

    Who's working the matter

    The People tab lists everyone on the matter: the client, the other side and others involved, and, under Our team, the staff working it. The team is covered in depth in the next two lessons ("Building your matter team" and "Asking for help & coverage"), so just note where it lives for now.

Tips & pitfalls

  • Board columns are stages — moving work forward is done inside the matter, with its next step, not just by looking at the board.
  • Tabs that don't fit your screen move under More, so a narrower window shows fewer tabs across the top.

Key takeaways

  • The Matters page switches between the List and the Board
  • The List supports filtering and saved views; the Board groups matters by stage
  • Inside a matter, tabs run Overview, Tasks, Documents, Emails & notes, People, Dates, Money, Details, then Client portal and History
Creating your first matter Adding contacts and roles

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