The matter page
The header shows the matter's number, title, Status and Stage. Change the status or stage right there from their menus. Edit opens the full form, Add event adds a calendar entry, and More actions holds Delete.
Tabs
| Tab | What's there |
|---|---|
| Dashboard | Info, Team, Key dates, Access, Clients and Related contacts, the Financial overview (work logged, unbilled, invoiced, paid, outstanding), Upcoming deadlines and events for the next 90 days, conflict checks, and the ethical wall. |
| Summary | The matter's synopsis: background, key facts and the client's goals. Write it here and click Save summary. |
| Tasks | The matter's tasks. See Tasks. |
| Notes | See Notes. |
| Communications | Emails, calls, texts and portal messages. See Communications. |
| Documents | See Documents. |
| Calendar | The matter's events, task due dates and statute of limitations. |
| Time & expenses | Time, expenses and flat fees logged on the matter. See Logging time and expenses. |
| Invoices | The matter's invoices, and New invoice. See Creating an invoice. |
| Custom fields | Your firm's own matter fields, read-only. Shown when your firm has any. |
| Audit trail | Every change to the matter and its records. See The audit trail. |
The Invoices tab needs the Manage invoices or Approve invoices permission, and Audit trail needs View audit trails.
Deadlines and hearings
There's no separate deadline list. Deadlines, hearings, court dates, filings and depositions are calendar events on the matter with a type. The dashboard's Upcoming card lists the next ones; Add event on that card adds one and brings you back to the dashboard.
Still need help?
Send a request to the Mattersimple team and we'll reply by email.