Open and create a matter
Find a matter in the Matters table, create a new one, read and edit its details, and add the tabs it needs.
Open the Matters table
Click Matters under TABLES in the sidebar.
Each row shows the matter's number, name, unbilled fees and disbursements, client, outstanding trust and unpaid invoices. Click the arrows beside a column to sort by it, and again to reverse it. Click a row to open the matter.
Type in Search matters... to narrow the list.
Sub-projects on shows only top level matters, with a count beside any that has sub-matters. Inline edit on lets you change a cell without opening the record. Setup chooses the columns and filters.
Matters
Matter Number | Name | Unbilled Fees | Unbilled Disbursements | Client Name | Outstanding Trust | Unpaid Invoices | |
|---|---|---|---|---|---|---|---|
| 260522 | Bramble Hardware - Supply Agreement | $5,450.00 | $981.00 | Bramble Hardware Co | $0.00 | $0.00 | |
| 260521 | Purchase - 14 Lorne Avenue, Killara | $2,600.00 | $468.00 | Grace Tan | $187,500.00 | $0.00 | |
| 260520 | Patel - Estate Administration | $4,150.00 | $747.00 | Sanjay Patel | $21,000.00 | $0.00 | |
| 260519 | Sale - 51 Ashcroft Avenue, Casula | $0.00 | $0.00 | Sanjay Patel | $0.00 | $0.00 | |
| 260518 | Romano - Subdivision Advice | $3,400.00 | $612.00 | Maria Romano | $0.00 | $0.00 | |
| 260517 | Okafor - Employment Dispute | $7,200.00 | $1,296.00 | Daniel Okafor | $0.00 | $0.00 | |
| 260516 | Purchase - 9/3 Regent Street, Kogarah | $1,950.00 | $351.00 | Daniel Okafor | $61,000.00 | $0.00 | |
| 260515 | Tan - Testamentary Trust Will | $2,800.00 | $504.00 | Grace Tan | $0.00 | $0.00 | |
| 260504 | Foster v Foster - Parenting Orders | $12,250.00 | $2,205.00 | Rebecca Foster | $3,460.00 | $13,475.00 | |
| 260501 | Purchase - 18 Daniel Street, Leichhardt | $3,200.00 | $576.00 | Amelia Foster | $142,500.00 | $3,960.00 |
Create a matter
Click + New matter.
Under Matter details, type the name and pick the status: Open, Closed or Pending. The date beside it is the estimated completion, and the box under it a description. Both are optional.
Under Property (optional), type the street address, suburb, state and postcode for a conveyance.
Under Additional fields, fill in the firm's own fields: Matter Type, Client Name, Person Responsible, Status and Key Date. Matter Number reads Auto-complete and is assigned when you click Create matter. The money fields at the bottom are filled in by the app from the matter's own entries.
New Matter
Fill in the details below
Matter details
Property (optional)
Additional fields
Read and edit the details
The matter opens on its Details tab, every field with its value. Click Click to edit on an empty field, or click a value, to change it. Press Enter or click Save. Escape puts it back, and the cross beside Save clears it.
The tabs across the top are the matter's own screens: Checklist, Trust Account, Time & Fees Report, Disbursements, Invoices, Emails and Settlement Adjustments. Each has its own guide.
Edit layout at the top right rearranges the Details fields. Add sub-project creates a matter under this one.
Purchase - 18 Daniel Street, Leichhardt
projects ยท 01/01/2026
Name
Description
Status
Parent Project ID
Property ID
Matter Number
Matter Type
Client Name
Person Responsible
Status
Key Date
Unbilled Fees
Unbilled Disbursements
Outstanding Trust
Unpaid Invoices
Add a tab
Click Add tab at the end of the tab strip.
Under Templates, pick a screen: Details, Sub-projects, Checklist, Related Matters, Residual Land Solver, Calendar, Emails, Document templates, Precedent, OneDrive Files or Settlement Adjustments. Under Custom dashboards, pick one of the firm's own dashboards or tables to show on the matter.
Type a Tab name... if you want something other than the template's own name. Click Add tab.
Click Edit tabs to change which tabs show.
Add tab
Templates
Custom dashboards