Matter Dashboard puts the summary, key parties, live issues, risks, and file notes in one view. Open any part to check the facts and sources behind it.

Inside Matter Dashboard

See the whole matter.

Use the dashboard to get up to speed. Each part links to the facts and sources behind it.

Summary
The current matter in plain language.
Key parties
Who is involved, their role, and why they matter.
Issues
Open, closed, and flagged questions in the record.
Assessment
The current view of the matter position and risk.
Weaknesses
Gaps, conflicts, weak support, and old material.
File notes
Team notes kept with the matter.

From view to fact

Check the facts behind the dashboard.

Open Facts to check the date, statement, source, and relevance behind the matter view.

From fact to sequence

Move from the matter view to the timeline.

Use the master chronology for the full matter. Use a focused chronology to follow one person, issue, or event.

Built to be checked

See the view. Check the record.

Matter Dashboard does not hide the work behind a summary. Open the facts and sources that support each view.

Read about security
Source path
Move from the dashboard to the facts and documents behind it.
Visible gaps
Weak support, open issues, and old material stay in view.
Team judgment
Your team decides what is sound and what needs more work.

Guided demo

See Matter Dashboard in action.

Walk through a demo matter and see how each view links back to its facts and sources.