What we shipped in Matter

Practice Settings brings everything that defines how your practice runs into one place. Portal branding, reusable task templates, client request packs, case keys, roles, and the workflow stages your clients see.

Set it up once, and every new case and client portal starts ready to run, looking like your firm instead of ours.

Most case types run the same way every time. Until now you rebuilt the same task list by hand on every new matter.

Task templates let you build that set of tasks once, with default assignees, deadlines, and reminders on each one. Apply the template when you open a case, or to one already underway, and the work lands ready to go, owned and scheduled. Make as many templates as you have case types.

Document collection is where most cases stall. A client forgets one file, someone on the team sends a reminder, the reply lands in a different inbox, and a week disappears. Matter turns that whole loop into a tracked request on the case.

You name what you need. The client sees a clear list of what to upload and what is still outstanding. Matter follows up on the items that are late, so nobody on your side has to remember who was chasing what.

When a file arrives it lands on the case, not in an inbox. Anyone picking up the matter can see what is in, what is missing, and what is blocking the next step.

Work does not only live in cases. Someone still has to chase the signature, prep the next filing, and follow up the client who went quiet. Until now that sat in people’s heads or a separate to-do app, away from the case it belonged to.

Matter now has task management built in. Assign work to yourself or a teammate, see what is due, and keep every task attached to its case, so the handoffs between people stop falling through the cracks.

Need the shape of the whole caseload instead of a list? Switch any case to Kanban to see its work by stage, group by who is assigned, and move a card the moment an escalation needs a colleague.

It is the same idea as the rest of Matter: the work moves forward without anyone having to remember to move it.

Compliance work lives or dies on being able to show what happened. Until now that meant piecing a timeline back together from memory, old emails, and file dates.

Matter now keeps an activity trail on every case. Who created a form, who changed a due date, who moved a task, each one stamped with the time it happened. When a client questions a step, or a regulator asks, the answer is already on the record.

Nothing to reconstruct, and nothing to take on trust.

When client email lives in personal inboxes, the case history is only as complete as whoever happens to be cc’d. Hand a matter to a colleague and half the context is missing.

Now you send and receive client email from inside the case. The thread sits with the matter, next to the documents and notes, where the next person can read it without forwarding chains.

It is the same email the client already gets. What changes is where it lives on your side: on the case, not buried in one person’s mailbox.