Matter
The working file for one client engagement. It carries client, matter reference, responsible partner, practice area, jurisdiction, key dates, counterparties and status. Its documents, chats, agent runs and share links sit on one timeline.
The unit of work
Words we do not use for this
- project
- workspace
- case (a case is an authority)
- folder
- workstream
See also
- Matter chipThe control in every composer that stamps the work with a matter. It is the reason an answer is about this engagement rather than about law in general.
- Conflict checkThe name match that runs automatically when a matter opens, across matters, parties and documents. Where the hit is on a restricted matter, the reader sees only that a restricted matter may conflict and who to ask; the full record is stored and redacted per reader.