Working with matters
The matter workspace brings a case's client, stage, commitments, files, billing, and history into one place.
Who this is for: Practitioners and case managers
Open a matter to reach its dedicated workspace. Everything about the case is here, organized so you can move from understanding to action without switching context.
In the matter workspace
- The client and current lifecycle stage at a glance.
- Commitments and the matter's contribution to attention.
- Associated files and evidence for the case.
- Billing activity and the matter's history.
- Truidian Assist, scoped to this matter.
Everything in context
Because the workspace is matter-scoped, the assistant, files, and commitments you see always belong to the case in front of you.
Related guides
Each matter progresses through defined lifecycle stages so the whole firm shares one view of where a case stands.
Client records hold the people behind your matters and connect to the cases you handle for them.
Truidian Assist provides matter-aware analysis while keeping a licensed professional in control of every decision.