The matter page

Open a matter from the list.

At the top: the client's name, matter number, email and whether they've joined. The Documents tab shows:

• Received, To review (with Start reviewing) and Due by.
• Reminders: automatic reminders and Send reminder now (see Reminders).
• Documents requested: each document type with the entries your client added, their details and files. Select an entry to review it.
• Request another document at the bottom.

The other tabs are Other side, Balance sheet, Index and bundle, Activity and Close and export.