The Matters List

The dashboard is your home screen. It opens on All Matters — a sortable, filterable list of every matter in your organisation — with a navigation sidebar for switching between views, tasks, deadlines, contacts and the calendar.

The Cadence IP dashboard showing the All Matters list — The dashboard's All Matters list, with the navigation sidebar on the left.

The matters table

Each row is a matter. The default columns are ID, Name, Type, Current Step, Filing Date, Applicant, Attorney and Next Deadline. Click any row to open that matter.

Sort a column with the up/down chevrons in its header.
Filter by typing directly into a column header.
Search everything with the box at the top of the table.
Use the toolbar icons to export to CSV, refresh the data, or open view settings.

Searching

The search box above the table looks at the matter name, its ID, the matter type, the current step, the names of contacts in any role, and the values held in data fields. So Provisional finds every provisional matter, Quoted finds everything sitting on that step, and a client's surname finds their matters — without picking the right column first.

Words can be typed in any order: connector pipe finds Pipe Alignment Connector.

Excluding with a column filter

A column filter normally keeps the rows that match. Start it with an exclamation mark and it does the opposite — it hides them.

!Lead in Matter Type — everything except Leads.
!Closed in Current Step — everything not sitting on that step.
!urgent in Tags — everything not tagged urgent.

It works in every column, on every table — matters, tasks, deadlines and contacts. Rows with nothing in that column at all are kept: excluding a priority still shows the tasks that have no priority set.

Tip

Exclusions are worth saving. If Lead reminders crowd out your real deadlines, filter them out once on the Tasks list, save it as a custom view and make it your default — the list then opens that way every time.

The navigation sidebar

The left sidebar switches the dashboard between its modes and surfaces things that need attention:

Matters, Tasks, Deadlines, Contacts and Calendar.
Unbilled Time, showing the running total of time not yet invoiced.
Intake Forms, Approvals and Automation Errors, each with a badge when there is something waiting.

Note

Saved custom views appear under Matter Views and Task Views so you can jump straight to a pre-filtered list.

Creating a matter

Click + New Matter to open the inline creation form. Choose a matter type, give the matter a name, and optionally apply tags for later sorting and filtering.

The New Matter form — Creating a new matter — choose the type, name it, and add optional tags.

See Creating a Matter for the full walkthrough.

Finding anything quickly

Press the Search item in the sidebar (or its keyboard shortcut) to open spotlight search — a global lookup that finds matters from anywhere in the app and jumps straight to them.