CasevoyaTopicsContact usMatters is a single list for tracking every matter's stage, government status, and money. Here is a quick tour.
Closing a matter makes its records read-only and sets the date they can be deleted.
Go to Work › All matters and open it. Firm stage, government status and money are tracked separately.
The date is calculated from your firm’s policy for that kind of matter.
Records become read-only, except controlled notes.
If a hold applies, records aren’t deleted until it’s released.
Each frame comes from the walkthrough, with the part being explained outlined. Select a frame to play from that moment.
Find All matters in the left sidebar, under Work.
At the top, status chips give a quick count: one active and zero blocked. On-hold matters count as active.
To find a specific matter, type a client name in the search box, then clear it to see everything again.
Switch between Mine and Everyone, each showing one here. Then narrow the list with All offices, Any program, and the Priority option.
Just below are quick links: Due this week, Awaiting my review, and Blocked.
Each row shows client, program, firm stage, government status, money, next deadline, and consultant. Stage, government status, and money are tracked independently. A paid invoice never changes a government status.
In this fictional sample, Priya Sharma, reference CA-2026-0001, is at Engagement pending, with government status Not recorded. Her consultant is DO, the signed-in owner. Times are in America/Toronto.
The New matter button sits at the top right, and it also appears in the sidebar.
To recap: find All matters under Work, check the chips, search and filter, use the quick links, and read each column. Next: the matter detail page.
Overview. Matters is a single list for tracking every matter's stage, government status, and money. Here is a quick tour.
Find it. Find All matters in the left sidebar, under Work.
Status chips. At the top, status chips give a quick count: one active and zero blocked. On-hold matters count as active.
Search. To find a specific matter, type a client name in the search box, then clear it to see everything again.
Filter. Switch between Mine and Everyone, each showing one here. Then narrow the list with All offices, Any program, and the Priority option.
Quick links. Just below are quick links: Due this week, Awaiting my review, and Blocked.
Columns. Each row shows client, program, firm stage, government status, money, next deadline, and consultant. Stage, government status, and money are tracked independently. A paid invoice never changes a government status.
Sample row. In this fictional sample, Priya Sharma, reference CA-2026-0001, is at Engagement pending, with government status Not recorded. Her consultant is DO, the signed-in owner. Times are in America/Toronto.
New matter. The New matter button sits at the top right, and it also appears in the sidebar.
Recap. To recap: find All matters under Work, check the chips, search and filter, use the quick links, and read each column. Next: the matter detail page.
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