The All Matters view gives you a high level overview of the status of your Matters, access to download Matter Archives, and shows pending and past Matter invites.
How to Organize Your Matters
There are several ways you can organize Matters, including:
- Filtering to display only Matters you created or favorited.
- Grouping Matters by client or custom Matter Tags.
- Sorting by data created, date updated, Owner, Organization, or client.
How to Create a Matter
You can create a Matter from two places:
- The "Create Matter" button in the top menu of the platform.
- The "New Matter +" button on the left hand side of the All Matters screen.
You can create a Matter four different ways:
- Create a blank Matter.
- Create a Matter from a Template.
- Create a Matter by cloning an existing Matter.
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Create with Lupl AI
- If your Organization has enabled this feature.
Related Articles
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