Overview & Panels

The Overview is the home screen of a single matter. It gives you a one-glance dashboard of everything happening on the file — tasks, key contacts, important dates, notes, documents and recent emails — arranged as panels you can rearrange to suit how you work.

The matter Overview showing panels for tasks, contacts, key dates, notes, documents and recent emails — The Overview dashboard for a single matter, with configurable panels on a grid.

The matter header

Every section of a matter shares the same header. It shows the matter's title, a badge for its matter type (for example PCT Patent Application), and the step breadcrumb tracing its progress through the workflow. Key fields configured on the matter type can also appear here — see Data Fields for pinning.

On the right of the header you'll find three controls:

The related-matters icon, for jumping between linked files — see Linked Matters.
+ New, a quick-create menu for a task, file note, email, SMS, document or invoice — see Steps & Progress.
The sparkle button, which opens the AI assistant.

The tab bar

The sidebar tabs move you from the Overview into the matter's dedicated sections: Tasks, Roles, Data Fields, File Notes, Communications, Time, Timeline and Documents. The Overview panels are a summary; each section is the full working view.

Working with panels

The Overview opens with a default set of panels — Tasks, Key Contacts, Key Dates & Fields, Recent Notes, Recent Emails and Documents. Each panel is a live summary: click any row to open the relevant editor, and use the + on a panel header to add a new item of that kind.

Adding a panel

Click + Add Panel at the bottom of the Overview and choose a type — Tasks, Roles, Field Values, File Notes, Emails, Documents or Image. The new panel is added to the grid. An Image panel opens its settings straight away so you can pick which image field it displays.

The Add Panel menu listing panel types — Add a panel by picking its type from the + Add Panel menu.

Arranging the layout

Drag any panel to reposition it, and drag the handle in its bottom-right corner to resize it on the grid. Your layout is saved automatically as you go, so the arrangement is there next time you open a matter.

Panels being dragged and resized on the Overview grid — Drag to move a panel and use the corner handle to resize it.

Note

Panel layout is shared across every matter of the same matter type, so arranging one matter's Overview sets the default for all matters of that type.

Per-panel settings

Click the gear icon on a panel header to configure it. What you can adjust depends on the panel:

Field panels (Key Dates & Fields) — rename the panel, restrict it to specific fields, choose which category tabs appear, and add, remove or reorder the Field, Value and Category columns.
Task panels — rename the panel, choose which task statuses show (Pending, Overdue, Completed), and add, remove or reorder the Task, Due Date, Status, Assigned To, Priority and Tags columns.

Field Panel Settings for the Key Dates and Fields panel — Field panel settings — restrict the fields shown and choose the columns.

Task Panel Settings showing status filters and column choices — Task panel settings — filter by status and choose which columns appear.

Each settings card also has a Remove Panel option if you no longer need it. Save to apply your changes.