Matter Dashboard puts the summary, key parties, live issues, risks, and file notes in one view. Open any part to check the facts and sources behind it.
Matter Dashboard
Commercial litigationLast updated todayActive
Summary
Northline's current matter record ties the access notice, revised programme, change-order correspondence, and delay log into one source-backed view of the dispute.
The main live questions concern when site access changed, whether Change Order 12 was approved before the revised sequence, and which source records still need review.
Issues8
Key parties7
Case weaknesses4
File notes4
See the whole matter
Inside Matter Dashboard
See the whole matter.
Use the dashboard to get up to speed. Each part links to the facts and sources behind it.
- Summary
- The current matter in plain language.
- Key parties
- Who is involved, their role, and why they matter.
- Issues
- Open, closed, and flagged questions in the record.
- Assessment
- The current view of the matter position and risk.
- Weaknesses
- Gaps, conflicts, weak support, and old material.
- File notes
- Team notes kept with the matter.
Start with the matter
Get to know the matter.
Follow a live issue from the dashboard to its dated fact and source in a sample matter.
From view to fact
Check the facts behind the dashboard.
Open Facts to check the date, statement, source, and relevance behind the matter view.
Built to be checked
See the view. Check the record.
Matter Dashboard does not hide the work behind a summary. Open the facts and sources that support each view.
Read about security- Source path
- Move from the dashboard to the facts and documents behind it.
- Visible gaps
- Weak support, open issues, and old material stay in view.
- Team judgment
- Your team decides what is sound and what needs more work.
Before the next meeting
Get ready to discuss the matter.
Use the dashboard to prepare a client update, brief a colleague, or return to a matter you have not worked on for a while.
- 01
Get the context
Read the summary and key parties. See who is involved and what the matter is about.
- 02
Check open questions
Look through issues and weaknesses. Separate what the record supports from what still needs an answer.
- 03
Prepare your next step
Check the supporting facts, then keep your next questions and follow-up work in the matter notes.
From fact to sequence
Move from the matter view to the timeline.
Use the master chronology for the full matter. Use a focused chronology to follow one person, issue, or event.
The dashboard brings together the matter summary, people, issues, assessment, weaknesses, and notes. Facts is the detailed record of statements, dates, and sources. Use the dashboard to get oriented, then check the facts behind it.
Get oriented in the matter record
Use the method with your firm’s approved tools, or start with the editable files. The examples are fictional.
Guided demo
See Matter Dashboard in action.
Walk through a demo matter and see how each view links back to its facts and sources.