Matters
Matters are board-driven multi-step pipelines for managing cases, engagements, projects, or any structured process. Each matter is created from a board template and progresses through defined steps.
Boards and Templates
- Boards define the steps, properties, and structure that matters follow.
- Navigate to Matters -> Templates to browse and edit boards.
- Each board has a sequence of steps (up to 10 types: Form, Approval, Document, Sign, Task, and more).
- Board properties define custom metadata fields (text, date, select, etc.) visible on every matter.
Creating a Matter
- Click + New Matter from the matters list or sidebar.
- Select a board template.
- Enter a title, assignee, priority, and any required board properties.
- The matter is created with all steps from the board template.
Matter Detail View
The matter detail page has 6 tabs:
| Tab | Description |
|---|---|
| Steps | Progress through the pipeline. Complete, skip, reject, or reopen steps. Form steps show inline forms; document steps preview generated documents. |
| Data | Board property values, linked records, and custom metadata fields. |
| Line Items | Financial line items with quantity, unit price, tax, and total calculations. |
| Documents | Attached documents and generated files from document template steps. |
| Activity | Chronological feed of all comments, status changes, and actions. |
| Files | All files associated with the matter and its steps. |
Step Types
| Type | Description |
|---|---|
FORM | Collects structured data via an embedded form |
APPROVAL | Requires an approver to approve or reject before proceeding |
DOCUMENT | Generates a document from a template pack with matter data |
SIGN_DOCUMENTS | Sends documents for e-signature |
TASK | A simple to-do item with subtask support |
REVIEW | A review checkpoint that must be manually completed |
UPLOAD | Requires file upload(s) before the step can be completed |
PAYMENT | Payment collection step |
NOTIFICATION | Sends a notification or email when reached |
INTEGRATION | Triggers an external integration action |
Step Actions
- Complete - Mark the step as done. For form steps, submits the form data.
- Skip - Skip this step (if the board allows it).
- Reject - Reject the step with an optional reason.
- Reopen - Reopen a completed or rejected step to revise.
- Assign - Assign or reassign a step to a specific user.
- Comment - Add a comment visible in the step activity feed.
- Subtasks - Add and manage checklist items within a step.