Objectives:
- Enable the new matter view page
- Navigate the new matter view
- Describing each section in the new page
Steps:
The revamped Matter View Page provides a cleaner layout by automatically hiding empty fields, introduces a Matter Timeline for both Litigation and Corporate matters, and adds new quick-action CTAs for faster navigation and updates. This guide will walk you through how to enable the new form and how to navigate its updated interface.
1. Enabling the New Matter View Page
By default, the old Matter View Form is still active. To switch to the new version:
Go to System Settings.
Under System Preferences, open Setup and Configuration
- Go to System Values
Search for “Show New Matter View Page.”
Set the value to Yes and click Save.
Once enabled, you can start using the updated form across all matters and litigation cases.
2. Accessing the New Matter View
Open the Practice module from the main menu.
Navigate to the Matters or Litigation Cases grid.
Click on any matter name to open its updated view page.
3. Navigating the New Matter View Layout
Top Section
The top of the form includes all essential matter details in one place:
Matter Name and Type
Client Portal Icon – you can click on the icon to change the visibility in the portal
Privacy Status – you can click on it to switch between shared or private
Lexa AI Assistant
Export Options
Actions Menu (Edit, Show SLA Elapsed Time, Archive, Delete, etc.)
Financial Summary
Located directly under the top section, this area displays:
Paid: The total amount received from the client
Due: The outstanding amount owed by the client
Billable: The billable time entries and Approved expenses that you still need to generate invoices for
Cap: The capping amount allowed, the remaining cap, the approved expenses and the time entries.
You can also perform quick financial actions such as adding:
Time entries
Expenses
Trust fund transactions
Details Section
All general matter details are now grouped together for easier visibility, including:
Matter name
Practice area
Workflow status
Priority
Assignee
Client and opponent
Description
Key dates
Previously, these were scattered across multiple sections — now they are consolidated for efficiency.
Workflow statuses can now be updated directly by clicking the status field. A dropdown will appear showing the remaining available statuses, and you can select the one you want from the list.
Contacts & Advisors
In the middle area, you'll find the Contacts and External Advisors sections displayed more clearly.
Custom Fields
On the right side of the page, all custom fields now appear under one unified section, making them easier to locate and manage.
Activity Tab
At the bottom of the page, the Activity tab gathers all related threads:
Notes
Important Development
Audit trails and history logs
This centralizes ongoing activity into one accessible location.
Matter Timeline
One of the important sections is the Matter Timeline, which visually presents:
Matter creation date
First status update
Workflow stage transitions
Litigation-specific stages (if applicable)
You can also export the timeline to PNG or PDF for reporting or internal documentation.
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