Workspace
Matter workspaces
Keep people, work, dates, documents, research, and decisions connected to one legal matter
A matter is the durable context for a transaction, dispute, investigation, engagement, or advisory request. It brings the legal record and the work required to move it forward into one place.
Matter navigation#
Overview
Next deadlines, assigned work, key documents, recent activity, participants, status, and a concise view of what needs attention.
Documents
Source material, correspondence, working files, evidence, signed documents, and other matter-scoped content.
Tasks
Assignments, reviews, approvals, obligations, dependencies, checklists, comments, and milestones for the matter.
Research
Cited research threads, follow-up questions, matter document context, analysis, and saved Assistant chats.
Drafts
Memos, pleadings, agreements, redlines, and AI-assisted documents that remain visibly separate from approved output.
More
Matter-type tools, parties, financials, portals, activity, access, and matter settings without crowding the daily navigation.
Matter lifecycle#
Capture and approve the request
Preserve the intake context, parties, conflicts, risk, responsible lawyer, and required approvals before opening work.
Set the access policy
Use workspace access for ordinary collaboration, restricted access for explicit membership, or an ethical wall when even administrators must receive a grant.
Plan the work
Apply a reusable workflow, assign owners, calculate deadlines, identify dependencies, and make review expectations explicit.
Execute in context
Add documents, run research, draft, review, communicate, and record decisions without separating the work from the matter.
Close and publish knowledge
Confirm final work product, resolve open obligations, complete financial closeout, archive the matter, and publish reusable knowledge where policy permits.
Participants and external access#
Matter participants can include employees, guests, clients, outside counsel, experts, contractors, entities, and other parties. A secure portal gives an external participant only the documents, tasks, dates, and communications explicitly made available to them.
Closing and reopening#
Closing stops active workflow while preserving the record, access history, and outstanding closeout requirements. Archiving moves completed material out of daily views according to policy. Reopening restores active work without creating a disconnected duplicate.
Before closeout, identify the final output, resolve or transfer open tasks and obligations, confirm retention and legal-hold requirements, and label working drafts clearly.