How to Use the Matter Board in Lexzur

Objective:

Monitor team activity and track matter progress in real time using the Matter Board.
- Access the Matter Board
- Use the Board
- Filter the Board View
- Archive/Hide Matters from the Board

Steps:

Lexzur Matter Boards offer a powerful visual management system to help legal teams stay on top of matters, deadlines, and assignments effortlessly.

Accessing the Board:

From the Lexzur main menu, go to the Practice module.

From the Practice navigation menu, click on Agile, then select Matter Board.

Using the Matter Board

The Matter Board provides a Kanban-style view of all your matters, organized into columns based on their current workflow status.

Selecting a Board:

At the top left of the page, use the dropdown menu to choose the board you want to view.

Each board may have a different configuration depending on the workflow. (Learn more about configuring boards in this guide.)

Once selected, the board will display all relevant matters and cases organized by status. Each Matter Card includes key details such as:

Assigned User
Due Date
Priority
A timer shortcut to log time directly on the matter

You can easily drag and drop matter cards between columns to update their status, as long as it aligns with the defined workflow.

Filtering the Board View

To narrow down the matters displayed, use one of the following filtering options:

1. Quick Filters

These are built-in filters available by default. You can filter matters by:

Assigned Team
Assignee
Arrival Date
Due Date
Client Name
Practice Area
...and more.

2. Post Filters

Configured by users, these filters allow one-click access to frequently used criteria — such as specific practice areas, assigned users, or priorities. Just click on a saved filter name to instantly apply it to the board.

These filters can be customized directly from the Board Settings. Refer to the Configure Board Guide, to learn more.

3. Saved Grid Filters

If you’ve previously saved filters from the Matters or Cases grid views, you can access and apply those here as well.

Select a saved filter from the dropdown list at the top of the page. These offer more advanced options beyond what quick or post filters cover.

Learn more about how to create such filters in this guide.

By default, the Matter Board displays all corporate matters and litigation cases together. If you wish to view them separately, simply use the Quick Filters section. Set the Category filter to “Corporate Matter” or “Litigation Case” to isolate each type on the board.

Archiving or Hiding Matters

To archive or hide matters from the board:

Click on the action wheel (top right corner).
Select Archive/Hide Matters.

Choose the Status, desired Action Type (Archive or Hide), and optionally set the Closed On Date.
Click Save to complete the action.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!

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