A centralized dashboard for tracking progress across all your legal matters.
⚠️ This feature is only available to Advanced Matter Management customers.
What’s Included?
📋 Matter Overview Columns
Column | What It Shows |
Matter Name | Links directly to the Matter Overview page |
Vendor | Name of Vendors Assigned to the Matter |
Next Task | Next upcoming task by due date |
Next Event | Next upcoming event |
Spend Widget | Visual indicator of spend vs. budget (customer currency, excludes accruals) |
Latest Update | Most recent update across visible matters |
🔎 Filters
Use filters to narrow your view:
General Filters
Department
Matter Category
Internal Matter Lead (IML)
Vendor
Work Scope Filters
Filter | What You See |
My Team | Matters where you’re a participant, IML, or within your department (role dependent) |
Only Me | Matters where you are the Internal Matter Lead |
🔒 Permissions
You only see:
Matters you are assigned to
Matters within departments you have access to
⚙️ Customization (Admins Only)
Admins can:
Choose which columns appear
Configure column layouts per department
📤 Exporting Data
You can export your visible Home Page data to Excel.
The export reflects:
Active filters
Your permission level
❓ FAQs
Are accruals included in Spend?
No. Accruals are excluded.
Can I see other departments’ matters?
Only if you already have access permissions.
Who Has Access?
The Home Page is available exclusively to Advanced Matter Management customers.
👉 Contact your Customer Success Manager to enable it.