Skip to main content
Start from Presolve. The navigation across the top gives you access to firm-wide work; opening a case takes you into that matter’s workspace.

​
Choose a case view

In My Cases, use Pending Leads, Active Cases, Closed Cases, or Referrals. Pending Leads includes New Leads, Under Review, and Converted; Active Cases includes Pre Suit, Litigation, and Settlement Pending. A signed client can appear in Converted and Active or Closed at the same time. These are views of the same record. See the lead and matter lifecycle for source visibility, signing, closure, and referral rules.

​
Move around a matter

  1. Open My Cases and select the matter you need.
  2. Check the case name and number before making changes.
  3. Use the matter’s tabs or side navigation to select an area. The layout depends on the case type and your firm’s configuration.
  4. In a workspace with Case Assets, expand it to find shared areas such as Documents, Records, Tasks, Calendar, and Accounting.
Matter workspace with side navigation and a custom review checklist, showing one completed item.

A fictional matter with Intake, Matter, and Case Assets navigation. The checklist is an example configured by the demonstration organization.

Practice workspaces can have different stages and tabs. A family-law matter, for example, may show Evidence, Petition, Service, and Mediation and Settlement across the top. Use the labels present on your matter.

​
When something is missing

Check the current case, selected view, and filters first. If you still cannot find the page or record, ask your firm administrator about your case assignment and available features. Next: Create a matter document, use case tags, or complete a custom checklist.