Matters
The folder every piece of work is filed into — documents, requests, conversations and signatures, one scope each.
A contract review is never really one task. It has a client, a counterparty, a deadline, three earlier drafts, a colleague who knows the history, and an email thread nobody can find. A matter is the container that holds all of it in one place, so the work stops living in scattered chats and starts living somewhere a team can pick it up.
What a matter is
The six tabs, the facts panel, and what a matter actually holds.
Opening a matter
Three doors — describe it, start blank, or start from a type.
Filing work into a matter
Move a conversation, a draft or a vault file into its scope.
People & parties
Members and leads, the parties on the other side, dates and linked matters.
Matter types & checklists
Your workspace's own categories, and the starter requests they open with.
Why file work at all
Filing is the difference between an assistant that answers a question and a workspace that remembers the answer. Once a conversation is in a matter:
- Its documents are findable by anyone on the matter, not just whoever ran the chat.
- A conflict check can see the client and counterparty by name.
- The dates the deal turns on sit on the record instead of in someone's calendar.
- "Everything for Acme" becomes a real question with a real answer.