Open the matter Overview to see identity, stage, client context, team, key dates, and connected work. Confirm that you are in the correct matter before uploading, billing, or sharing.
Use the item list for the actual contents of the matter. Views and sorting change how items are displayed; they do not move or duplicate the underlying records.
Filed conversations, notes, the overview file, and the matter AI assistant open in-place. Their URLs preserve the open panel, so refresh and copied links return to the same context when the recipient has access.
Use the conversation's member controls for participants and the matter share controls for matter access. Those are related audiences, but they are not the same grant.
Create a subfolder for organization, a note for matter knowledge, a document for a file artifact, a workstream for coordinated tasks, an expense for a cost incurred on the matter, and a report for a consolidated work record.
A flat-fee or contingency matter does not need artificial timer entries. Capture work through tasks, documents, communications, milestones, and actual expenses; record time only when the firm needs it for operations, cost analysis, or a fee rule.