Matters List Page
The Matter List page in ReportsVault is your centralized view for accessing, filtering, and managing all legal matters across your organization. This dynamic workspace provides visibility into every matter's current status, category, reviewers, and activity, helping legal professionals stay organized and informed.
Key Features of the Matter List Page
Tabs for Segmentation
- My Active Matters: Displays only matters where you are assigned as a participant.
- All Matters: Shows the full list of matters your role permits you to access.
Search & Filters
Use the search bar to quickly find matters by title, or apply advanced filters by:
- Status (e.g., Assigned, Returned, Closed).
- Matter Type (e.g., Litigation, Audit, Advisory).
- Category.
- Law Representative.
Matter Cards
Each card displays:
- Matter Title.
- Current Status.
- Matter Type.
- Law Rep
- A short description preview
- Action buttons like Add Update or Mark as Reporting (based on the matter reporting status) and Mark as Favorite.
- Last update
Active Reviewers Highlights
A panel at the top shows Active Reviewers across the matters list, helping users identify who is currently engaged with open matters.
Create & Export
- Use the Create Matter button (top right) to create a new matter.
- Click Export to download the list in a report-friendly format (CSV, XLSX, etc.).