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Every case date in one calendar

Every lodgement date, document deadline, and review point across your active matters lands in one calendar, so the next thing due is visible while there is still time to act on it.

You see what is coming due across every case in one place, instead of opening files one by one to find out.

Matter agent portal calendar showing case milestones and deadlines across the practice.
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Part of the complete Matter workflow

This feature works alongside the rest of Matter, so intake, documents, forms, records, communication, and case work stay connected instead of scattered across separate tools.

Scheduled reminders Schedule client reminder emails on outstanding document requests so follow-up starts from the case, follows a controlled cadence, and stops when the work is resolved.Notes and history File notes live on the matter, and every edit keeps its earlier version, so you can see what was recorded and exactly what changed, not just the latest rewrite.Case email Send a client update from inside the matter you are working in, so the email stays attached to the case instead of disappearing into a personal inbox.

See every deadline before it becomes urgent

The case calendar pulls important dates out of individual files and into one view the team can scan. Lodgement dates, document due dates, review points, every item with a clock on it sits in one place instead of buried across matters, so the next date is visible while there is still time to act on it.

Case calendar in list view, showing deadlines grouped under Overdue, Today, and This week, each row with a due date, case reference, client name, reminder count, and an Open case link

Milestones that remind the team ahead of the date

A milestone can carry reminder rules that notify the case team before its due date, so the calendar shows what is coming and tells you when to move. The reminders fire against the milestone, not someone’s memory.

The same view works across practice types

A principal agent checks upcoming lodgement targets, document due dates, and follow-up windows across active visa matters. An accounting team uses the same model for lodgement periods, client information deadlines, and review checkpoints. Connect Google Calendar or Outlook through Personal Calendar to publish the Matter milestones and tasks you choose. The case record and team reminders stay in Matter.

Questions

Does the calendar sync with Google Calendar or Outlook?

Yes. Connect your Google Calendar or Outlook calendar through Personal Calendar. Choose whether to publish Matter milestones and tasks, and whether to include existing items. Case records and milestone reminders stay connected in Matter.

Will the team get warned before a deadline, or only see it on the calendar?

Both. A milestone can carry reminder rules that notify the case team ahead of its due date, so the reminder fires against the milestone instead of relying on someone's memory.

Start Matter with a free trial.

Test the workflow on real client document work, then review pricing when you are ready to choose a package.

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Seven days of full product access. No credit card required. No setup fee.